Step By Step Financial, LLC fees
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 27, 2026, Step By Step Financial, LLC (Tulsa, OK) charges a flat or project fee of $4,000 for financial planning.
- Website: stepbystepfinancial.com (opens in new tab)
- Call (918) 806-1030
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 27, 2026. Fees can change.
- Flat or project fee
- $4,000
Above the Oklahoma median of $3,000; 7 of the 12 other planners in Oklahoma that publish a flat or project fee charge less. 2 of the 4 other planners in Tulsa charge less.
“The fee for the Financial Planning service is $4,000 per household.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- 2 employees
- Registered since
- 2008 (18 years)
How Step By Step Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients authorize all three payments at signing, and payments are processed by ACH through AdvicePay.”
- “Fees are prorated upon termination by either party.”
About Step By Step Financial, LLC
“We serve individuals and households in or approaching retirement by delivering integrated financial planning that brings together retirement strategy, investment management, and tax planning into one coordinated approach.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 66
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $62.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 27, 2026
- CRD number
- 146345 (opens in new tab)
- Phone
- (918) 806-1030
Other planners in Tulsa that publish fees
- Cadent Capital Advisors, LLCTulsaHourly $250-$350/hr
- Odingard Capital ManagementTulsaQuarterly $1,250/qtr
- Sustainable Advisors Alliance LLCTulsaHourly $125-$500/hr, Flat $500-$7,500
- Meliora CapitalTulsaHourly $150-$400/hr
- Greater Works WealthTulsaHourly $250/hr, Flat $1,500-$10,000
- Tines Capital, LLCTulsaHourly $100/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.