Tao Private Wealth, LLC fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Tao Private Wealth, LLC charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $1,000/hr; “Our maximum hourly rate is $1,000.00 per hour depending on the complexity of the issue being addressed.”

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

“Notwithstanding the above, project fees are generally negotiable.”
“Unless otherwise stated in the consulting agreement, hourly fees are invoiced monthly in arrears and fixed project fees are invoiced as agreed in writing.”
“Part 2A- Page 6 Tao Private Wealth, LLC Part 2A of Form ADV – Brochure Client’s asset management accounts are billed monthly in advance.”

Its hourly rate of $1,000 is above the Oklahoma median of $250. 98% of the 41 other Oklahoma planners that publish an hourly rate charge less.
18 of the 19 other planners in Tulsa that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 46
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $104,182,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 340979
Website: taoprivatewealth.com (opens in new tab)
Phone: (918) 986-7282

Is something on this page wrong or out of date?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.