SageOak Financial, LLC
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About
SageOak Financial serves working professionals, business owners, near and current retirees, high-net-worth individuals, and their families with comprehensive wealth management, financial planning, and discretionary investment management. The firm also offers standalone investment management, institutional advisory services for plans and organizations, and coordinates with outside specialists as part of an integrated planning process.
The firm’s investment philosophy emphasizes strategic asset allocation, diversified, tax-efficient portfolios that primarily use low-cost mutual funds and ETFs and a mix of passive and active strategies, implemented through tailored model portfolios. SageOak manages accounts on a discretionary basis with regular (typically quarterly) reviews, may utilize third-party money managers when appropriate, and provides a service for held-away retirement accounts (Pontera) to manage 401(k), 403(b), variable annuity and similar assets in place.
Noteworthy relative to many peers, SageOak publishes electronic newsletters and periodically offers educational seminars and workshops for clients and prospects, and in some engagements may include annual federal and state tax return preparation. The firm operates on an independent, fee-only basis and provides a range of services—including ERISA 3(21)/3(38) plan consulting and values-based (faith/screened) investment options—that expand its service mix beyond typical team advisory firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time upfront initial planning fee based on the nature and complexity of the engagement for Wealth Management and Financial Planning; fees for one-time financial planning engagements are project-based.
$0 - $500,000: 0.75% annually (Wealth Management Services) $500,001 - $5,000,000: 0.50% annually (Wealth Management Services) $5,000,001 - $10,000,000: 0.25% annually (Wealth Management Services) $10,000,001+: 0.10% annually (Wealth Management Services) $0 - $250,000: 1.65% annually (Investment Management) $250,001 - $500,000: 1.40% annually (Investment Management) $500,001 - $750,000: 1.25% annually (Investment Management) $750,001 - $1,000,000: 1.10% annually (Investment Management) $1,000,001 - $1,500,000: 0.95% annually (Investment Management) $1,500,001 - $2,000,000: 0.85% annually (Investment Management) $2,000,001 - $5,000,000: 0.75% annually (Investment Management) $5,000,001+: Negotiable (Investment Management)
Minimum fee: There is typically a minimum quarterly fee based on the nature and complexity of the engagement, but specific amounts are not stated. Fee-only: SageOak is a fee-only financial planning firm with fees paid directly by clients.
Main office
6120 S Yale Ave Suite 100
Tulsa OK 74136-4213
Advisors at this office
4
Most active in
Georgia · Louisiana · Oklahoma · Texas
Also doing business as
Sageoak Financial, LLC · Seasons Financial Group
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.
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Advisors at this firm
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