Bollinger Financial Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and general financial consulting to individuals, high‑net‑worth clients, and entities such as trusts and estates. Financial planning is delivered as a written report covering topics like taxes, retirement, insurance, estate and education planning, and implementation of recommendations is left to the client and other professionals unless the client elects otherwise.
Investment advice is generally non‑discretionary and often generic in nature, emphasizing asset allocation, mutual fund and ETF analysis, manager selection and other fund‑level considerations rather than ongoing, security‑by‑security portfolio management. The firm does not monitor client accounts on a continual basis, and when clients want implementation the principal can facilitate execution through separate brokerage or advisory programs for which the principal is separately licensed.
Noteworthy differences from many peers are that the firm does not provide portfolio management for individual accounts and does not charge percentage‑of‑assets‑under‑management fees, instead using an hourly/direct‑billing model and not deducting fees from custody accounts. The principal also operates in multiple capacities (registered representative and investment adviser representative of an unaffiliated broker‑dealer/adviser and as a licensed insurance agent), which the brochure discloses as potential conflicts of interest, and the firm’s brochure notes a very small active client base and a minor non‑advisory activity of renting extra office space.
Client services
Expertise
Fee options
Additional compensation through brokerage commissions, 12b-1 fees, trail commissions, and insurance commissions if client purchases insurance via Bollinger in his capacity as licensed insurance agent and broker-dealer representative with LPL Financial.
Standard hourly rate of $245 per hour for advisory services (minimum 2 hours). Non-advisory employees billed at $45 per hour. Rush work at double rate ($490 per hour advisory, $90 for non-advisory).
Minimum fee: Minimum fee is 2 hours at $245 per hour, totaling $490 minimum fee for Financial Planning or General Financial Consulting services. Fee-only: Fee charged is $245 per hour for advisory services, billed to the nearest 1/4 hour. Non-advisory employee support billed at $45 per hour. Emergency rush work billed at double rates ($490/hr for advisory).
Main office
205 W. 7th Ave., Suite 203 A, P.O. Box 278
Stillwater OK 74076
Advisors at this office
1
Most active in
Oklahoma
Also doing business as
Bollinger Financial Advisory, Inc · Bollinger Financial Advisory, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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