Find a Financial Advisor in Oklahoma County, OK

 

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

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We Only Work With The Best Oklahoma 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

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 Oklahoma County, OK


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

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

  • Population: 787,216
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $162,200
  • Average Monthly Housing Cost: $915
  • Average Household Income: $79,865
  • 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 County, 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

 


Oklahoma County, OK Financial Advisor FAQs

An average financial advisor will charge an annual fee of $1,000-$2,500 per year. However there are some advisors who can manage your finances for less than $100 per month. It always largely depends on the kind of services offered, experience, and expertise.
There are many questions you should ask when hiring a financial advisor, though the most important will be to find out how they're paid.
A financial advisor offers a person the opportunity to set their financial plan in motion. They focus on your personal financial situation and from there, they draw a comprehensive financial plan to suit your needs.
Financial advisors help their clients plan for and reach financial success by finding ways to save on taxes or invest for the future. They often work with people whose finances are complex, such as retirees and those with complex estates.