Safranek and Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$200/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $100-$200.”

Flat or project fee

$500⁠-⁠$1,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $1000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Safranek and Associates, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid monthly in arrears, and clients may terminate their account with thirty days written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Clients may terminate their accounts without penalty, for a full refund, within 5 business days of signing the advisory contract.”

How Safranek and Associates, LLC’s fees compare

• Its hourly rate of $100-$200 is below the Oklahoma median of $250. 5% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 1 of the 19 other planners in Tulsa that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the Oklahoma median of $2,875. 9% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 1 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Safranek and Associates, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147231

Phone

(918) 747-7816

Other planners in Tulsa that publish fees

• 10Elms LLPTulsa$175/hr, $1,000⁠-⁠$3,000
• Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
• Cadent Capital Advisors, LLCTulsa$250⁠-⁠$350/hr
• Chartmark Investments, Inc.Tulsa$150/hr
• Collective Wealth, LLCTulsa$250/hr
• Cone Wealth ManagementTulsa$250/hr, $500⁠-⁠$1,500

Compare all 44 planners in Tulsa