Edmond, OK Financial Advisors and Resources



Financial Advisor Firms in Edmond, OK


HUGHES WARREN, INC.

Website

(405) 418-4080

16350 Muirfield Place

Edmond, OK 73013

SEC#: 801-113240
Years in Business: 3 years

BURNETT FINANCIAL GROUP

Website

(405) 341-9245

2569 S Kelly Ave

Edmond, OK 73013

SEC#: 801-112746
Years in Business: 3 years

SHAW FINANCIAL SERVICES

Website

(405) 340-1600

2901 South Bryant Avenue

Edmond, OK 73013

SEC#: 801-117938
Years in Business: 1 years

CAPE INVESTMENT ADVISORY, INC.

Website

(405) 726-8964

1019 F Waterford Parkway

Edmond, OK 73034

SEC#: 801-71349
Years in Business: 11 years

WADDELL & REED, INC.

Website

(405) 341-4771

1425 Fretz Ave

Edmond, OK 73003

SEC#: 801-16720
Years in Business: 39 years

ADVISOR RESOURCE COUNCIL

Website

(405) 348-3236

1320 E. 9th Street
Suite 10
Edmond, OK 73034

SEC#: 801-76667
Years in Business: 9 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(405) 444-9067

2709 South Air Depot Blvd

Edmond, OK 73013

SEC#: 801-117179
Years in Business: 2 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(405) 444-9067

2569 S Kelly

Edmond, OK 73013

SEC#: 801-117179
Years in Business: 2 years

PFG INVESTMENTS, LLC

Website

(405) 348-0266

708 West 15Th, Suite 120

Edmond, OK 73013

SEC#: 801-77166
Years in Business: 8 years


How Retirement-Friendly is Edmond, OK?

  • Population: 92,009
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $245,600
  • Average Monthly Housing Cost: $1,243
  • Average Household Income: $119,478
  • 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.)


Edmond, OK Financial Advisor FAQs

A financial advisor is someone who provides you with guidance for how to manage your finances. When there are many decisions to be made, it's easier to have an expert guide you on what steps to take next.
A financial advisor plans for the healthiest economic future for his or her client by applying specific knowledge about finance, investments, taxes, retirement, insurance and more.
A good way to find a financial advisor is to ask your friends and family where they like to go. Often, people find that it's easiest and cheapest if their advisor comes from the same bank as the person's own financial institution. It's also important to make sure an advisor has no conflicts of interest -- if he or she will get paid more money by picking one particular investment for you, you should probably settle on someone else who doesn't have this conflict.
Like any profession, there are a number of different fee structures that financial advisors can use for their business structure. The most typical fee structures do not incur an upfront charge from clients, but rather have an ongoing monthly or annual retainer. These fees also have various levels of complexity that depend on the services offered by the advisor. Additionally, most financial advisors will generate income from commissions and/or bonuses when a client purchases a product based on the recommendation of the advisor.