Find a Financial Planner in Tulsa, OK

 

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We Only Work With The Best Tulsa 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, OK


  • Financial Advisor Close to Tulsa, 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 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 Tulsa area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Tulsa include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.4% of Tulsa's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Tulsa area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Tulsa area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Tulsa area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Tulsa area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Tulsa area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 402,324
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $147,400
  • Average Monthly Housing Cost: $861
  • Average Household Income: $73,816
  • 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, 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