A complete list of active advisors currently associated with Flatlands Wealth LLC
Warmer can help you find a great advisor at Flatlands Wealth LLC or one who fits your needs even better.
Flatlands Wealth serves individual clients, including both retail and high‑net‑worth households, offering discretionary asset management and comprehensive financial planning and consulting. The firm implements portfolios for ongoing management and may engage third‑party managers or subscribe to model portfolios through a custodial model marketplace. The firm manages accounts on a discretionary basis, tailoring asset allocation and investment selections to each client’s goals, time horizon and risk tolerance, and applies a mix of fundamental, technical and Monte Carlo analysis in its planning process. Flatlands Wealth requires clients to use a specific custodial platform and may deploy both platform‑provided models and outside manager strategies to execute client portfolios. Distinctive features include the firm’s very small scale and early stage: a single‑advisor practice with five clients and approximately $2.5 million in assets under management. The principal also maintains an affiliated insurance business and devotes roughly 30% of their time to insurance activities, receiving commissions on insurance sales, and the firm discloses an institutional relationship with its custodian that provides support services tied to platform asset thresholds and passes through model marketplace fees, each identified as potential conflicts and addressed through disclosure and firm procedures.
To learn more about the advisors currently working at Flatlands Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oklahoma City, OK
| 4
|
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