Sandman Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Services are offered based on a flat fee between $1,000 and $10,000.”

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

How Sandman Wealth Management bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Sandman Wealth Management’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Oklahoma median of $2,875. 63% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 6 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Sandman Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

101

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$18,711,764

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338989

Website

sandmanwealthmanagement.com/index.html (opens in new tab)

Phone

(918) 791-0393

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