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Dustin Lee Wright

Advisor at Oasis Advisors — Bartlesville, OK

Updated today

Credentials

Series 63, Series 65

Experience

10 years

Location

Bartlesville, OK

Oasis Advisors

Team

Total advisors

22

Across 11 offices

Clients per advisor

227 Very High

Avg AUM per client

$54,071 Very Low

HNW client ratio

1% Very Low

About

Dustin Wright is a financial advisor at OASIS Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management and Primerica Financial Services. In addition to his advisory role, he supervises workers compensation adjusters at Sedgwick Claims Management Services. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers portfolio management, financial planning, and pension consulting services.

Client services

Based on Oasis Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oasis Advisors

Private / alternative investments Annuities Real estate investing

Occupation focus

Based on Oasis Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees possible for financial planning/consulting, negotiated individually; onboarding fees for subscription services may apply

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.35% $500,001 - $1,500,000: 1.20% $1,500,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Customizable

Commissions

Certain supervised persons are licensed to accept commissions for sale of investment products; commissions are not primary source of compensation; disclosed conflicts of interest

Project-based

Hourly fees possible for financial planning/consulting, negotiated individually

Subscriptions

Subscription financial planning fees charged monthly or quarterly; fixed or tiered fees; onboarding fee possible

Other

Fee-only: Financial Planning/Consulting Fees are negotiable; may be flat or hourly fees; Subscription Financial Planning Services charged as fixed or tiered monthly or quarterly fees, with possible onboarding fee

Location

See office

Bartlesville, OK

Bartlesville OK

Advisors at this office

1

Most active in

Oklahoma

Work history

10 years of industry experience

OASIS Advisors, LLC

2025 - Present • 1 year

Bartlesville, OK

Terra Wealth Management, LLC

2022 - 2025 • 3 years

Bartlesville, OK

Sedgwick Claims Management Services

2019 - Present • 7 years

Bartlesville, OK

Primerica Financial services

2013 - 2022 • 9 years

Dallas, TX

Pfs Investments Inc

2013 - 2022 • 9 years

Dallas, TX

Walmart Stores Inc

2009 - 2017 • 8 years

Bentonville, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Hannah H

Series 65

Bartlesville, OK

Servant Wealth Management, LLC

Hannah Hoch is a financial advisor at Servant Wealth Management, LLC in Bartlesville, Oklahoma, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Phillips 66 Company and Penn State University. Servant Wealth Management provides portfolio management and investment advisory services primarily to high-net-worth individuals, employing a variety of analytical methods and a long-term trading strategy. The firm manages a concentrated portfolio with discretionary and non-discretionary options, focusing on tailored investment policy statements and monthly account reviews.

Wealth management Passive / index investing
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Donald C

Series 63, Series 65

Bartlesville, OK

Family Faith & Finance Asset Management

Donald Carpenter is the sole advisor at Family Faith & Finance Asset Management in Bartlesville, OK, holding Series 63 and Series 65 credentials with 26 years of industry experience. His career includes a decade at DFC Wealth Management, LLC, followed by multiple terms at Family Faith & Finance Asset Management beginning in 2017. Family Faith & Finance Asset Management is a single-advisor independent firm serving a small client base of individual investors and pension/profit-sharing plans. The firm provides discretionary asset management, financial planning, and pension consulting, employing both fundamental and technical analysis across a range of investment strategies with regular portfolio reviews.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy Religious/faith focused
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Lucas N

CFP®, Series 65

Bartlesville, OK

Revo Financial, LLC

Lucas Nettles is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Revo Financial, LLC since 2018 and previously worked at Truity Credit Union for five years. Outside of his advisory role, he is an independent insurance agent involved in risk management for financial planning. Revo Financial advises individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, 401(k) advisory, and coordination of estate planning through third-party platforms. The firm manages approximately $135 million in assets using rules-based, algorithmic model portfolios combined with quantitative, technical, and fundamental analysis.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Passive / index investing
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Aaron A

CFP®, Series 63, Series 65

Bartlesville, OK

Archambo Financial Advisors, Inc.

Aaron Archambo is a CFP® professional with 28 years of industry experience. He has been with Archambo Financial Advisors, Inc. since 2004 and also worked at Dominion Investor Services, Inc. from 1995 to 2023. The firm provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. It manages approximately $157 million in client assets and employs a range of analytical approaches and asset-allocation strategies tailored to client-specific investment policies.

General retirement planning Cash flow / budgeting
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Jon N

CFP®, Series 66

Bartlesville, OK

Revo Financial, LLC

Jon Nettles is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 24 years of industry experience. He has worked at Revo Financial, LLC since 2017 and previously spent 15 years with THE FOCUS GROUP ADVISORS, LLC dba FG WEALTH MANAGEMENT. In addition to his advisory work, he is an independent life insurance agent. Revo Financial serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, 401(k) advisory, and estate planning coordination. The firm employs rules-based, algorithmic model portfolios combined with quantitative, technical, and fundamental analysis and utilizes third-party advisers and AI tools as part of its investment approach.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Passive / index investing
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Jonathan R

Series 66

Bartlesville, OK

Archambo Financial Advisors, Inc.

Jonathan Russell is a financial advisor at Archambo Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Calton & Associates, Inc. and Dominion Investor Services, Inc. among other firms. Outside of his advisory role, he owns a livestock business that involves the purchase and resale of animals, managing its books and records. Archambo Financial Advisors provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $163 million in assets. The firm employs a variety of analytic methods and trading strategies to implement client-specific investment policies and offers comprehensive financial plans covering taxes, retirement, insurance, and estate matters.

General retirement planning Cash flow / budgeting
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