Tyler Allen Gray

Advisor at SageOak Financial, LLC — Tulsa, OK S Yale Ave

Updated today

Credentials

CFP®

Experience

13 years

Location

Tulsa, OK 74136-4213

SageOak Financial, LLC logo

SageOak Financial, LLC

Supported

Total advisors

4

Clients per advisor

66 High

Avg AUM per client

$652,249 Typical

HNW client ratio

19% Low

About

At SageOak®, I help clients reduce stress and free up time to focus on the things that matter most to them, such as faith, family, and friends.

While I serve a variety of clients, the folks who typically find my services the most valuable are working/medical professionals, business owners, near/current retirees, and faith-based individuals/organizations.

For many of my clients, faith is an important part of their lives, but regardless of their faith background or season of life, clients usually seek me out to delegate the stress and headache that normally come with managing their own financial planning and investment needs.

I started SageOak in 2013 and serve clients in person and virtually across the country. As Managing Director, I help develop and integrate our firm’s long-term vision and strategic plan, as well as provide ongoing financial planning, investment management, and wealth management services to our clients.

On a more personal note, I grew up in a small town in northeastern Indiana. Before entering the financial services industry, I worked briefly in intercollegiate athletics as a college golf and basketball coach at a small Christian college in Kansas.

I currently live in the Tulsa, OK area with my wife, who works part-time as a Physician Assistant. We’ve lost two children in miscarriages over the years, but God has also blessed our family with a rambunctious boy, four sweet girls, and an energetic Cavapoo named Hoosier!

In our community, I currently serve on the board of directors for Classically Formed Inc., which operates Tulsa Classical Academy, Oklahoma's first public tuition-free classical charter school.

I previously served on the board of directors for Happy Hands Education Center, a local Christian school for children from birth to age 6 who are deaf, hard of hearing, or have other communication disorders.

I have also volunteered with various other local ministries and non-profits over the years, and my family and I are very active in our local church, Grace & Peace (PCA), where I serve as an ordained elder.

For fun, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying the craziness of raising five kids and a dog!

If taking care of your family, reaching your goals, and being a good steward of your money is important to you, use the "Contact" button on this page or visit our website to start the complimentary discovery process today!

Client services

Based on SageOak Financial, LLC

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Tax preparation

Expertise

Business ownership considerations

Occupation focus

Doctor or Medical Professional

Demographic focus

Gen X (Born 1965-1980) Christian Faith Based

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Fee options

AUM

0.75%-1.65%

Flat

0.10% to 0.75% of Net Worth

Quarterly

$990+/quarter

Other

Fees listed above are estimates. Financial planning & wealth management services are subject to a minimum fee, based on complexity. Contact us today for a personalized proposal!

Location

Tulsa, OK S Yale Ave

6120 S Yale Ave Suite 100

Tulsa OK 74136-4213

Advisors at this office

4

Most active in

Oklahoma · Texas

Work history

13 years of industry experience

SageOak Financial, LLC

2013 - Present • 13 years

Tulsa, OK

Disclosures

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

Business activities & affiliations

user avatar

Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
user avatar

Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, using fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retirement income strategy General tax planning
user avatar

Cole M

Series 66

Tulsa, OK

Mendenhall Capital Management

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)
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