Find a Financial Advisor in Tulsa County, OK

 

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

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We Only Work With The Best Tulsa 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 Tulsa County, OK


  • Financial Advisor Close to Tulsa 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 Tulsa 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 Tulsa County, OK

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

  • Population: 646,419
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $163,900
  • Average Monthly Housing Cost: $930
  • Average Household Income: $79,911
  • 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 Tulsa County, OK

 

NATIVE AMERICAN FUND ADVISORS LLC

Website

(918) 582-9823

233 South Detroit Avenue
Suite 100
Tulsa, OK 74120

SEC#: 801-57618
Years in Business: 21 years

FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.

Website

(918) 743-5959

2200 South Utica Place
Suite 430
Tulsa, OK 74114

SEC#: 801-114089
Years in Business: 3 years

THE ADVISORY RESOURCE GROUP, LLC

Website

(918) 481-1934

4625 E. 91st Street

Tulsa, OK 74137

SEC#: 801-111999
Years in Business: 4 years

COUNCIL OAK WEALTH ADVISORS

Website

(918) 984-9110

8801 South Yale Avenue
Suite 420
Tulsa, OK 74137

SEC#: 801-113403
Years in Business: 3 years

SCISSORTAIL WEALTH MANAGEMENT, LLC

Website

(918) 956-0500

1203 East 33rd Street
Suite 100
Tulsa, OK 74105

SEC#: 801-114094
Years in Business: 3 years

FINANCIAL SOLUTIONS, INC.

Website

(918) 585-5858

320 South Boston
Suite 1130
Tulsa, OK 74103

SEC#: 801-62917
Years in Business: 17 years

CADENT CAPITAL ADVISORS, LLC

Website

(918) 935-3450

4525 East 91st Street

Tulsa, OK 74137

SEC#: 801-78860
Years in Business: 7 years

BOK FINANCIAL ADVISORS

Website

(877) 781-6889

One Williams Center
Plaza Southeast
Tulsa, OK 74172

SEC#: 801-53600
Years in Business: 24 years

SMS FINANCIAL & INVESTMENT MANAGEMENT

Website

(918) 481-6262

4111 S. Darlington
Suite 120
Tulsa, OK 74135

SEC#: 801-68644
Years in Business: 13 years

 


Tulsa County, OK Financial Advisor FAQs

The cost of a financial advisor often depends on what he or she will be doing for you. The more complex the planned tasks are and the more time and management skills required, then it's likely that he or she would charge a greater price.
Is the advisor fee-only? If not, what conflicts of interest can you expect from the company acting in a fiduciary capacity? How is your product or strategy tailored to my unique needs and goals in order to use my individual risks and opportunities as a way to offer “best advice”?
It is wise to seek help from a financial advisor. They are the experts who know all sorts of industry-specific rules about asset custodianship and investing.
Financial advisors take your investment goals and current finances into account to map out a plan for future investments.