Find a Financial Advisor in Cleveland County, OK


Get Top Tier Financial Planning

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

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We Only Work With The Best Cleveland County 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


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


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 Cleveland County, OK

  • Financial Advisor Close to Cleveland County, 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 Cleveland County, OK

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Cleveland County, OK

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

  • Population: 279,274
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $168,200
  • Average Monthly Housing Cost: $1,004
  • Average Household Income: $81,154
  • 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 Cleveland County, OK




(405) 329-3110

131 East Main Street
Suite 201
Norman, OK 73069

SEC#: 801-67462
Years in Business: 14 years


Cleveland County, OK Financial Advisor FAQs

There are numerous factors that can determine the cost of a financial advisor. Fees depend on the importance of the services they provide, their expertise, and whether they're available to offer advice on an hourly or flat-fee basis.
How many years of experience do they have? What is their education and background? Do their credentials come certified by a recognized certification body?
A financial advisor can help you with your end goals and personal situation. They may be able to get you the best rate on a loan, provide financial coaching for specific goals, or help secure an inheritance.
A financial advisor is someone who evaluates and investigates an individual's finances, and provides recommendations to help them meet their goals.