Top financial advisors in Stillwater, OK
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 seek a financial advisor in Stillwater, OK when you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. Without focused expertise, advisors can overlook local economic factors or state-specific tax rules that impact your financial outcomes.
- Local market knowledge. Confirm how they incorporate Stillwater's economic trends and Oklahoma's tax environment into your plan.
- Experience with diverse portfolios. Ask how they tailor investment strategies to your risk tolerance and financial goals.
- Clear fee structures. Understand whether they charge flat fees or commissions and how that affects your overall costs.
- Long-term planning focus. Ensure they consider your entire financial picture, not just immediate gains or losses.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott W
Series 66
Stillwater, OK
Principal Financial Services
Scott Williams brings seven years of experience and a Series 66 designation to his role at Principal Financial Services in Stillwater, OK, where he serves a diverse clientele including military personnel and retirement plans. His firm’s large scale offers a variety of advisory programs and flexible fee structures such as hourly and monthly options, distinguishing him from advisors with more limited service models or fee arrangements.
Experience: 7 years
Avg account: $324,050
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Kevin C
Series 63, Series 65
Stillwater, OK
Edward Jones
Kevin Clark's 14 years of experience and Series 63 and 65 credentials equip him to address retirement planning and business succession needs in Stillwater, OK, with a focus on local economic factors. As a City Councilor and trustee for local authorities, he offers unique community insights, while Edward Jones' large-firm resources and a fee structure up to 1.35% annually provide comprehensive investment management options.
Experience: 15 years
Avg account: $246,728
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Mark H
Series 63, Series 65
Stillwater, OK
Eagle Strategies (NY Life)
Mark Hill's 25 years of experience and focus on retirement income strategies and business owner retirement plans make him well-suited for clients in Stillwater, OK seeking comprehensive retirement planning. Affiliated with Eagle Strategies, a large firm linked to New York Life, he offers a range of fee structures including asset-based, hourly, and subscription options, and emphasizes client-directed investment solutions without discretionary mandates.
Experience: 25 years
Avg account: $235,446
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Hannah H
Series 63, Series 65
Stillwater, OK
LPL Financial
Hannah Hays offers expertise in wealth management and retirement plans for business owners in Stillwater, OK, integrating local economic factors and tax-loss harvesting strategies. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, serving a diverse client base including high-net-worth households, which distinguishes her from advisors with different fee structures or smaller firm affiliations.
Experience: 6 years
Avg account: $399,489
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Ray S
ChFC®, Series 63, Series 65
Stillwater, OK
TFB Advisors, LLC
Ray Smith Jr. brings 41 years of experience in Stillwater, OK, specializing in retirement plans for business owners, options and derivatives strategies, and real estate investing. His firm, TFB Advisors, LLC, offers flat-fee financial planning and manages nearly $860 million in assets, serving a diverse client base including trusts and charitable organizations, which distinguishes him from other local advisors.
Experience: 42 years
Avg account: $601,761
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