Oklahoma City, OK Financial Advisors and Resources



Financial Advisor Firms in Oklahoma City, OK


ASSET MANAGEMENT ADVISORS, LLC

Website

(405) 842-1881

6307 Waterford Blvd.
Suite 200
Oklahoma City, OK 73118

SEC#: 801-56554
Years in Business: 22 years

PHILLIPS CAPITAL ADVISORS, INC.

Website

(405) 943-9433

3401 Nw 63rd St. Ste 500

Oklahoma City, OK 73116

SEC#: 801-66961
Years in Business: 15 years

ACORN GROWTH COMPANIES, LC

Website

(405) 737-2676

621 N. Robinson Avenue
Suite 550
Oklahoma City, OK 73102

SEC#: 801-110106
Years in Business: 4 years

CAPSTONE FINANCIAL GROUP, INC

Website

(405) 848-4646

13919 Quail Pointe Drive

Oklahoma City, OK 73134

SEC#: 801-114591
Years in Business: 2 years

MITCHELL & PAHL PRIVATE WEALTH

Website

(405) 608-2280

1001 Nw 71st Street
Suite 4
Oklahoma City, OK 73116

SEC#: 801-118315
Years in Business: 1 years

ADAPTATION FINANCIAL ADVISORS INC.

Website

(972) 774-0700

700 Cedar Lake Blvd

Oklahoma City, OK 73114

SEC#: 801-118982
Years in Business: 1 years

CAPSTONE TRITON FINANCIAL GROUP LLC

Website

(405) 848-4646

13919 Quail Pointe Dr.

Oklahoma City, OK 73134

SEC#: 801-119672
Years in Business: 1 years

COMPREHENSIVE FINANCIAL PLANNING INC

Website

(405) 879-1117

2919 United Founders Blvd.

Oklahoma City, OK 73112

SEC#: 801-31935
Years in Business: 33 years

PLAN GROUP FINANCIAL, INC.

Website

(405) 848-1099

6 Ne 63rd Street
Suite 240
Oklahoma City, OK 73105

SEC#: 801-118599
Years in Business: 1 years


How Retirement-Friendly is Oklahoma City, OK?

  • Population: 643,692
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $166,700
  • Average Monthly Housing Cost: $931
  • Average Household Income: $77,896
  • 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.)


Oklahoma City, OK Financial Advisor FAQs

The cost of a financial advisor varies greatly on the complexity of the investments they are overseeing. The more complicated the arrangement, the higher the fee is likely to be.
Yes. Having a financial advisor is always better, but the main thing to keep in mind with a financial advisor is that different categories of expertises are needed depending on your goal and/or personal situation.
Questions should cover topics such as fees, type of investment portfolio, performance history, likely actions during market downturns, experience level with other clients in same financial situation as yours (i.e., high risk tolerance).
Financial advisors are compensated in a variety of ways. Some financial advisors charge a flat fee for services rendered while others receive a percentage of the value of your investments for managing all or portions thereof. Other variations exist as well such as by paying an hourly rate for meeting with you or taking on specific responsibilities like making sure that necessary forms are filed when appropriate.