Top advisors in Oklahoma
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor in Oklahoma if you're navigating complex financial decisions or planning for significant life changes. A common pitfall is choosing an advisor who doesn't fully understand local market nuances and regulations, which can affect your financial outcomes.
- Local market insight. Confirm how they incorporate Oklahoma's economic factors and tax laws into your financial plan.
- Experience with diverse firms. Ask about their background in both large and independent firms to gauge adaptability.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that impacts the services you receive.
- Client focus. Inquire if they have experience working with high-net-worth individuals or seasoned clients to match your financial profile.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning with a focus on business exit strategies and tax-loss harvesting, which can be valuable for clients navigating complex financial decisions in Oklahoma. She operates within a large firm environment, Primerica Advisors, and provides flat-fee and subscription-based services, distinguishing her from others by combining a broad retail client approach with personalized consulting options.
Experience: 1 year
Avg account: $230,599
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Isaiah E
Series 63, Series 66
Tulsa, OK
Eagle Strategies (NY Life)
Isaiah Edison is well-equipped to assist with financial planning in Oklahoma, leveraging 16 years of experience and specialties in retirement income strategy and business owner retirement plans. Operating within Eagle Strategies, a large firm affiliated with New York Life, he offers a range of fee structures including asset-based, hourly, and subscription options, catering to diverse client needs and preferences in Tulsa's market.
Experience: 16 years
Avg account: $235,446
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Jackson F
Series 65
Austin, TX
HUB Investment Partners, LLC
Jackson Fuller offers financial advisory services with a focus on retirement and investment planning, supported by HUB Investment Partners' experience with diverse clients including high-net-worth individuals and corporate pension plans. His firm uses a blend of model portfolios and customized allocations, applying technical and cyclical analysis, and provides flexible fee options including flat fees and hourly rates, which may appeal to clients seeking transparent and adaptable financial solutions.
Experience: 1 year
Avg account: $1,320,897
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Logan W
Series 66
Oklahoma City, OK
LPL Financial
Logan Wright's expertise in wealth management and retirement plans for business owners suits those seeking financial guidance in Oklahoma, especially with his knowledge of tax-loss harvesting and college savings strategies. His experience at both Ameriprise and LPL Financial, a large firm offering flat-fee financial planning, provides a blend of adaptability and structured fee options that may appeal to clients valuing clarity and diverse service delivery.
Experience: 4 years
Avg account: $399,489
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Jack S
Series 66
Del Mar, CA
Thrivent Investment Management
Jack Saviage's experience with business ownership considerations and his Series 66 designation equip him to address complex financial decisions relevant to Oklahoma clients. Working at Thrivent Investment Management, a large firm offering Dedicated Planning Services and consolidated billing through WealthPlan, he brings a structured, goal-based approach that may differ from advisors at smaller or independent firms.
Experience: 3 years
Avg account: $162,801
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