Scissortail Wealth Management

Financial Advisor in Tulsa County, OK

Firm Info
Address: 1203 E 33rd St #100, Tulsa, OK 74105, USA
Phone: (918) 956-0500

Firm Size
Assets Under Management: $334.2 million
# of Advisors: 3
# of Clients: 1,328
Client to Advisor Ratio: 443:1
Average Account Size: $251,669
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Scissortail Wealth Management, LLC Overview

Scissortail Wealth Management, LLC is an investment advisory firm offering investment advice only since 2018. Headquartered in Tulsa, Oklahoma, the firm offers a fee-only arrangement to its clients. Scissortail specializes in financial planning and portfolio management for individuals and small businesses, as well as businesses or institutional clients. Their team of knowledgeable and experienced advisors provides customized investment plans and ongoing consultation to help clients achieve their financial goals. As a fee-only firm, Scissortail Wealth Management, LLC is committed to putting their clients' interests first. They do not receive commissions or compensation from third-party providers for recommending specific investments. Instead, their advisors offer transparent and objective advice to help clients make informed decisions about their financial futures. With years of experience in the industry, Scissortail specializes in tailoring their services to each client's unique needs. Their portfolio management services for individuals and small businesses are designed to help clients achieve their financial goals through diversified investments. Scissortail Wealth Management, LLC also offers portfolio management services to businesses and institutional clients. Their team works closely with these clients to develop customized investment strategies that align with their unique financial goals and objectives. Overall, Scissortail Wealth Management, LLC is a reliable and reputable investment advisory firm offering a range of valuable services to help clients achieve financial success.

Scissortail Wealth Management, LLC is a firm that caters to various types of clients seeking sound financial advice and expert investment management. The firm serves a diverse range of clients, including high net worth individuals, charitable organizations, and other types of corporations. Regardless of the client's background or financial situation, Scissortail Wealth Management dedicates itself to understanding their unique needs and crafting tailored investment strategies that align with their goals and objectives. When it comes to fee structures, Scissortail Wealth Management offers flexibility to their clients, providing different options depending on the services rendered. The firm allows clients to pay for investment management services based on a percentage of assets under management (AUM), which is calculated as a percentage of the total value of the assets being managed. This fee structure can be ideal for clients who may have larger or more complex investment portfolios. Scissortail Wealth Management also provides fixed fees for certain services provided, which can be beneficial for clients who prefer a more predictable cost structure. Regardless of the fee structure chosen, Scissortail Wealth Management ensures that the fees are transparent and aligned with the value provided to their clients, resulting in a mutually beneficial relationship.

Typical Clients, Fee Structures & Investment Minimum

According to Scissortail Wealth Management, LLC's Part 2 Brochure, there is an investment minimum for their services. However, the brochure does not mention what the minimum investment amount is.

How This Office Can Help Tulsa County, OK Residents

Scissortail Wealth Management provides comprehensive financial planning and investment management services to clients in Tulsa County, OK. They understand that each person's financial situation is unique, and they work closely with clients to develop tailored strategies that meet their specific needs and goals. Some common financial situations that people living in Tulsa County may face include planning for retirement, saving for college tuition, managing debt, creating a budget, and investing for the future. Scissortail Wealth Management can help clients with all of these challenges and more, providing expert guidance and support along the way. They use a range of strategies and tools to help clients achieve financial security and peace of mind, including asset allocation, tax planning, estate planning, insurance analysis, and more. With their help, clients can navigate the complex financial landscape with confidence and certainty, building a better future for themselves and their loved ones.

To view the Minimum Investment and Fee Schedule for Scissortail Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Scissortail Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Scissortail Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1203 E 33rd St #100, Tulsa, OK 74105, USA
Phone (918) 956-0500
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Scissortail Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Kansas
  • Kentucky
  • Maryland
  • Oklahoma
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Scissortail Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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