Find a Financial Advisor in Ardmore, OK

 

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We did the hard work of finding trustworthy partners in Ardmore, OK.

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We Only Work With The Best Ardmore Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Ardmore, OK


  • Financial Advisor Close to Ardmore, OK

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Ardmore, OK


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ardmore, OK

We evaluated over 13,000 RIA firms to bring you the best of the best Ardmore financial advisors.
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How Retirement-Friendly is Ardmore, OK?

  • Population: 24,821
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $133,600
  • Average Monthly Housing Cost: $761
  • Average Household Income: $64,409
  • Oklahoma Total Tax Burden: 7.13% (6th Lowest in U.S.)
  • Oklahoma Property Tax: 1.67% (2nd Lowest in U.S.)
  • Oklahoma Individual Income Tax: 1.92% (15th Lowest in U.S.)
  • Oklahoma Sales and Excise Tax: 3.54% (19th Highest in U.S.)



The Top Financial Advisor Firms in Ardmore, OK

 

FMI

Website

(580) 226-4058

130 D Street Nw

Ardmore, OK 73401

SEC#: 801-110659
Years in Business: 4 years

GENEOS WEALTH MANAGEMENT, INC.

Website

(580) 224-9977

1119 Walnut Dr
Ste 1
Ardmore, OK 73401

SEC#: 801-62331
Years in Business: 18 years

 


Ardmore, OK Financial Advisor FAQs

Yes. A financial advisor's responsibility is to help people create a sound financial plan tailored to their specific needs and preferences for the future.
If you want to be able to retire by the time you are 65 or sooner, it's imperative that you choose a financial advisor with an eye for long term planning.
Financial advisors are paid by either being on the distribution list, receiving commissions from the specific investments they recommend to their clients, or have a service agreement with their client for fixed fees.
There is no one standard amount for this service because the cost varies by the complexity of the matter, type of service being rendered, size of account being handled, hourly rates, stages in an individual's personal finances, number of hours involved per month if they plan on retaining their services on a monthly basis rather than an annual fee arrangement.