Find a Financial Advisor in Bartlesville, OK

 

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

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We Only Work With The Best Bartlesville Financial Advisors


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

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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 Bartlesville, OK


  • Financial Advisor Close to Bartlesville, 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 Bartlesville, 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 Bartlesville, OK

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

  • Population: 36,412
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $135,200
  • Average Monthly Housing Cost: $774
  • Average Household Income: $74,776
  • 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 Bartlesville, OK

 

SUTTERFIELD FINANCIAL GROUP, INC.

Website

(918) 338-2255

501 Se Fourth Street

Bartlesville, OK 74003

SEC#: 801-63652
Years in Business: 17 years

KNIGHTSBRIDGE ADVISERS LLC

Website

(918) 336-0978

122 Sw Frank Phillips Boulevard

Bartlesville, OK 74003

SEC#: 801-45068
Years in Business: 28 years

SPUR CAPITAL PARTNERS

Website

(918) 331-3800

2370 Nowata Place

Bartlesville, OK 74006

SEC#: 801-60804
Years in Business: 20 years

SERAPH CAPITAL ASSOCIATES, LLC

Website

(918) 338-2255

501 Se Fourth Street

Bartlesville, OK 74003

SEC#: 801-112894
Years in Business: 3 years

MERCER GLOBAL ADVISORS INC.

Website

(918) 956-0580

122 Sw Frank Phillips Boulevard
Suite C
Bartlesville, OK 74003

SEC#: 801-69271
Years in Business: 13 years

ADVISORY SERVICES NETWORK, LLC

Website

(918) 336-8200

2360 Nowata Place

Bartlesville, OK 74006

SEC#: 801-71112
Years in Business: 11 years

MERCER GLOBAL ADVISORS INC.

Website

(918) 956-0580

122 Sw Frank Phillips Boulevard
Suite C
Bartlesville, OK 74003

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(918) 956-0580

122 Sw Frank Phillips Boulevard
Suite C
Bartlesville, OK 74003

SEC#: 801-69271
Years in Business: 13 years

COWA, LLC

Website

(918) 337-0299

3091 S.E. Washington Blvd.
Suite B
Bartlesville, OK 74006

SEC#: 801-113403
Years in Business: 3 years

 


Bartlesville, OK Financial Advisor FAQs

Deciding who to hire as a financial advisor is not always an easy decision. Fully understanding the specifics of the work they will be doing on your behalf and their qualifications can help you make a more informed decision.
The primary role of a financial advisor is to help you reach your goals. Many people find the investment world daunting, and they need outside guidance. Another function of a financial advisor is to keep an eye out for red flags that signal an investor may need to rebalance their portfolio or otherwise take action; this includes most notably market corrections, volatile performance (which can be due to many factors--sometimes it's helpful, sometimes not), changes in tax rates soon-to away), shocks like unexpected medical expenses, or personal events like marriage or children causing unanticipated lifestyle changes.
Pick a few advisors and work with them on an initial meeting. Discuss your goals, look at how they manage risk, and find out what the fees will be. You don't want to work with someone just because they're nice. You want someone who's good at what they do, knowledgeable about financial products and markets, trustworthy to guide you through any crises or unforeseen challenges that might accompany long-term investing. You should feel comfortable working with a professional advisor as a team member in pursuit of your investment goals.
If you are not comfortable with investing on your own, it is important to have the help of someone who understands your financial goals.