Find a Financial Planner 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 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 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

 

How Can a CFP® in Tulsa County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Tulsa County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Tulsa County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
17.3% of Tulsa County'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 Tulsa County area can create a custom plan and walk with you each step of the way.
In the Tulsa County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Tulsa County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Tulsa County area often offer tax planning services to their clients. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Tulsa County area, 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Tulsa County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 20 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: 2 years

THE ADVISORY RESOURCE GROUP, LLC

Website

(918) 481-1934

4625 E. 91st Street

Tulsa, OK 74137

SEC#: 801-111999
Years in Business: 3 years

COUNCIL OAK WEALTH ADVISORS

Website

(918) 984-9110

8801 South Yale Avenue
Suite 420
Tulsa, OK 74137

SEC#: 801-113403
Years in Business: 2 years

SCISSORTAIL WEALTH MANAGEMENT, LLC

Website

(918) 956-0500

1203 East 33rd Street
Suite 100
Tulsa, OK 74105

SEC#: 801-114094
Years in Business: 2 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

GIBRALTAR CAPITAL MANAGEMENT, INC.

Website

(918) 492-4209

9125 South Toledo Avenue

Tulsa, OK 74137

SEC#: 801-66289
Years in Business: 15 years