Triton Financial Group, Inc fees
Financial planner in Oklahoma City, Oklahoma. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Triton Financial Group, Inc (Oklahoma City, OK) charges up to $250 an hour and a flat or project fee of up to $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Oklahoma median of $250.
“Hourly fees range up to $250.”
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the Oklahoma median of $3,000.
“Fixed fees range up to $2,500.”
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
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 5 employees
- Registered since
- 2020 (6 years)
How Triton Financial Group, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Fees may be negotiable depending on the size and complexity of the Plan.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 246
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $259 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 309294 (opens in new tab)
- Website
- ctfg.co (opens in new tab)
- Phone
- (405) 696-7140
Registered or notice filed in 7 states: Arizona, California, Colorado, Florida, Louisiana, Oklahoma, Texas
Other planners in Oklahoma City that publish fees
- FourPath Capital Management, LLCOklahoma CityAnnual up to $20,000/yr
- Arrow Investment Management LLCOklahoma CityHourly $150/hr
- Windle WealthOklahoma CityHourly $200/hr
- Axion Capital Markets, LLCOklahoma CityHourly $125-$150/hr
- Comprehensive Financial Planning IncOklahoma CityHourly $150/hr
- Trilogy Financial SolutionsOklahoma CityHourly $125/hr, Flat $449
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.