Find a Financial Planner in Oklahoma City, OK

 

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We Only Work With The Best Oklahoma City 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Oklahoma City, OK


  • Financial Advisor Close to Oklahoma City, 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

 

How Can a CFP® in Oklahoma City Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Oklahoma City area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Oklahoma City can include managing client retirement accounts, investments, tax plans, and more.
15.6% of Oklahoma City's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Oklahoma City area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Oklahoma City area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Oklahoma City area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Oklahoma City area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Oklahoma has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Oklahoma City area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Oklahoma City area when dealing with high-interest credit card debt and private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Oklahoma City financial advisors.
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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.)


The Top 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: 21 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: 14 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: 0 years

CAPSTONE TRITON FINANCIAL GROUP LLC

Website

(405) 848-4646

13919 Quail Pointe Dr.

Oklahoma City, OK 73134

SEC#: 801-119672
Years in Business: 0 years

COMPREHENSIVE FINANCIAL PLANNING INC

Website

(405) 879-1117

2919 United Founders Blvd.

Oklahoma City, OK 73112

SEC#: 801-31935
Years in Business: 32 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

VISTA INVESTMENT PARTNERS LLC

Website

(405) 608-5390

5601 North Classen Boulevard
Suite 101
Oklahoma City, OK 73118

SEC#: 801-108779
Years in Business: 4 years