Council Oak Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$510,453,520
Clients
370
Advisors
5
of 6 employees
About
Council Oak Wealth Advisors provides investment advisory services to individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and business entities. Its service menu includes discretionary and non‑discretionary portfolio management, financial planning, financial consulting, a bundled wealth management program, and group retirement plan advisory services.
The firm tailors portfolios to clients’ stated objectives and risk tolerances, using firm‑developed model portfolios and a mix of methods such as fundamental and technical analysis, option strategies, and periodic rebalancing; account reviews are conducted at least annually and as circumstances change. The brochure also discloses that the firm invests in mutual funds and ETFs (including funds that may use leverage) and may employ borrowing or leveraged strategies within managed accounts.
Noteworthy distinctions include the firm’s disclosure of borrowing/leveraged strategies in separately managed accounts—a practice that is less common among comparable team firms—and operational practices that can create limited custody, such as serving as trustee for certain client accounts and using Standing Letters of Authorization for third‑party transfers. The firm routinely directs custody and brokerage to Raymond James and Charles Schwab and notes use of artificial intelligence for operational purposes (explicitly not used for investment selection), all of which may affect trade execution, research access, or administrative processes.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services ranging from $2,000 to $10,000.
$0+: 0.50% +: 2.00%
Licensed insurance agents affiliated with the firm earn commissions for selling insurance products, separate and in addition to advisory fees.
$250 per hour for financial planning and consulting services.
Fee-only: Fixed fees ranging from $2,000 - $10,000; hourly fees at $250/hour; negotiable depending on complexity and scope.
Main office
8801 S. Yale Avenue, Suite 420
Tulsa OK 74137
Advisors at this office
5
Most active in
California · Colorado · Florida · Georgia · Kansas · New Hampshire · Oklahoma · Texas
Also doing business as
Council Oak Wealth Advisors · Cowa, LLC
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.
Quick links
Advisors at this firm
John B
Series 65
Tulsa, OK
Council Oak Wealth Advisors
John Burrows is a financial advisor with Council Oak Wealth Advisors in Tulsa, OK, holding a Series 65 credential and starting his advisory career in 2026. Prior to joining Council Oak Wealth Advisors, he worked at Stride Bank and was involved with Cody Burrows Golf. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering tailored portfolio management and financial planning services using a mix of fundamental and technical analysis along with option strategies. The firm is noted for its use of leveraged strategies in managed accounts and operational practices such as serving as trustee for certain client accounts.
Alexandra D
Series 65
Tulsa, OK
Council Oak Wealth Advisors
Alexandra Day is a financial advisor at Council Oak Wealth Advisors with one year of industry experience. She previously worked in the wine and spirits industry for over a decade, including roles at Thirst Wine Merchants and Southern Glazer's Wine & Spirits. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities with a range of advisory services, including portfolio management and financial planning. The firm uses a variety of investment strategies and model portfolios tailored to client objectives, and it employs some distinctive practices such as borrowing and leveraged strategies in managed accounts.
James D
CFP®, ChFC®, Series 63, Series 65
Tulsa, OK
Council Oak Wealth Advisors
James Diacon is a CFP® and ChFC® with 39 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously at UBS Financial Services from 2009 to 2018. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerances, utilizing firm-developed models, fundamental and technical analysis, option strategies, and periodic rebalancing.
Nathan L
CFA®, Series 66
Tulsa, OK
Council Oak Wealth Advisors
Nathan Lovelle is a CFA® charterholder with 27 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously spent nine years with UBS Financial Services Inc. He has served as an advisor to the Dean of the University of Tulsa's Business School. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm uses tailored model portfolios and a combination of investment strategies, including fundamental and technical analysis and option strategies, with at least annual account reviews.
Daniel B
CFP®, Series 65
Tulsa, OK
Council Oak Wealth Advisors
Daniel Beutel is a CFP® with seven years of industry experience, currently serving as an advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma. He has been with Council Oak Wealth Advisors since 2019 and previously worked at the Oklahoma Heart Institute from 2015 to 2022. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs a range of portfolio management techniques tailored to client objectives and risk tolerances and is noted for its use of borrowing and leveraged strategies in separately managed accounts.
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