Christopher John Cone
Advisor at CONE Wealth Management — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
17 years
Location
Tulsa, OK 74133
CONE Wealth Management
Independent
Total advisors
1Clients per advisor
124 Very HighAvg AUM per client
$222,581 LowHNW client ratio
3% LowChristopher Cone is a financial advisor and the principal at CONE Wealth Management in Tulsa, OK, holding CFP® and Series 66 designations with 17 years of industry experience. He has held roles at Woodbury Financial Services, OK Medicare Plans, and Financial Builders, LLC. Cone also manages Oklahoma Senior Planning Solutions, LLC, where he serves as a licensed insurance agent focusing on Medicare-related products. CONE Wealth Management is a solo advisory firm providing discretionary and non-discretionary portfolio management, fixed-fee financial planning, and consulting to individuals and plan sponsors, typically working with accounts of $100,000 or more. The firm emphasizes asset allocation and security analysis, employs sub-advisors as needed, and offers specialized ERISA plan services as a limited-scope 3(21) fiduciary.
Based on CONE Wealth Management
Based on CONE Wealth Management
Financial planning fixed fees range from $1,000 to $10,000; ERISA plan setup flat fee ranges from $500 to $1,500.
$0 - $500,000: 1.29% annually $500,000.01 - $1,000,000: 1.14% annually $1,000,000.01 - $2,500,000: 0.99% annually $2,500,000.01 - $5,000,000: 0.84% annually $5,000,000.01 - $10,000,000: 0.79% annually $10,000,000.01 - $25,000,000: 0.64% annually $25,000,000.01 - $50,000,000: 0.49% annually $50,000,000.01 - $100,000,000: 0.29% annually $100,000,000.01+: 0.24% annually
Investment Advisor Representatives receive commissions as licensed insurance agents for sales of insurance products; this is separate from advisory fees.
Account minimum: $100,000
Tulsa, OK
7914 E 106th Street, Suite 207
Tulsa OK 74133
Advisors at this office
1
Oklahoma · Texas
17 years of industry experience
Oklahoma Senior Planning Solutions, LLC dba Cone Wealth Mgmt
2025 - Present • 1 year
Tulsa, OK
OSAIC
2024 - 2025 • 1 year
Tulsa, OK
Oklahoma Senior Planning Solutions, LLC dba Cone Wealth Mgmt
2017 - Present • 9 years
Tulsa, OK
OK Medicare Plans
2017 - 2023 • 6 years
Tulsa, OK
Woodbury Financial Services, Inc
2013 - 2024 • 11 years
Tulsa, OK
Financial Builders, Llc
2010 - 2025 • 15 years
Tulsa, OK
Waddell & Reed
2009 - 2009 • 1 year
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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