Tulsa, OK Financial Advisors and Resources



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: 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: 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: 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


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.)


Tulsa, OK Financial Advisor FAQs

No matter how confident you are in your own finance skills, it is important to know that nothing will ever come close to the advice of an experienced professional. You may be able to answer most financial questions with ease on your own, but there are many intricacies that even the best people find difficult at times.
Financial advisors specialize in helping people manage their personal investments and money, including creating a personalized investment strategy backed by specific knowledge of financial products and various methodologies for assessing risk.
Financial advisors are paid in one of three ways: commissions, fee-only, and commissions plus transaction fees.
For financial advice, you need to consider more than just your needs. Find someone of the same age, with a similar earning level and lifestyle, with an appropriate amount of experience.