PlannerFees

Styled Wealth fees and pricing

Financial planner in Jenks, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Styled Wealth charges $350 an hour, a quarterly fee of $2,500, and an annual fee of $6,000⁠-⁠$30,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Our hourly rate is $350, billed in 30-minute increments.”
Quarterly fee
$2,500/qtr
“Annual Fee $10,000 Payment Frequency Quarterly Calculation $10,000 / 4 Fee $2,500 per Quarter The initial financial planning work will commence immediately after the upfront fee is paid.”
Annual fee
$6,000⁠-⁠$30,000/yr
“Comprehensive Financial Planning Services For Ongoing Comprehensive Financial Planning Services, our fees consist of an upfront fee typically ranging from $1,500 to $4,000, followed by an annual fee typically ranging from $6,000 to $30,000, paid quarterly in advance.”

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

How Styled Wealth bills

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

  • “Fees could be negotiable based upon different variables, including the specific needs of the client, the complexity of their financial situation, and the estimated time, research, and resources required to provide services, among other factors we deem relevant.”
  • “In the event an advisory agreement commences after the first day of the quarter, the client will be assessed a prorated fee.”
  • “Fees will be billed quarterly in advance.”

How Styled Wealth’s fees compare

  • Its hourly rate of $350 is above the Oklahoma median of $250. 80% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • Its annual fee of $6,000-$30,000 is above the Oklahoma median of $5,000. 64% of the 11 other Oklahoma planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Styled Wealth

“Comprehensive Financial Planning Services With our Comprehensive Financial Planning Services, we provide ongoing financial planning support and, at the client’s election, ongoing Investment Management Services for one combined fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Autumn Knutson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
36
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$7,927,177
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
326784
Website
instagram.com/styledwealth (opens in new tab)
Phone
(918) 714-1234

Can advise clients in 3 states: District of Columbia, Louisiana, Oklahoma

Other planners in Jenks that publish fees

Compare all 108 planners in Oklahoma

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.