Scissortail Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$30,000

“We charge a fixed fee for financial planning services, which generally ranges between $250 and $30,000 and will be documented in a financial planning agreement between you and us.”

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

How Scissortail Wealth Management, LLC bills

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

• “Portfolio management fees are generally payable quarterly, in advance, based on the average daily balance of the account(s) during the period.”
• “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
• “If you have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Scissortail Wealth Management, LLC’s fees compare

• Its flat or project fee of $250-$30,000 spans the Oklahoma median of $2,875. 91% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 12 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Scissortail Wealth Management, LLC

• Firm size: 13 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Clients

475

Employees

13

Works with

Individuals, high net worth individuals, banks, pension and profit sharing plans, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$568,186,776

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297761

Website

scissortailwealth.com (opens in new tab)

Phone

(918) 956-0500

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Kansas, Kentucky, Maryland, North Carolina, Oklahoma, Pennsylvania, Texas, Virginia

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