Soard Financial Management, LLC
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About
Soard Financial Management provides investment advisory services to individual and high‑net‑worth clients, including trusts and estates, through discretionary and non‑discretionary portfolio management, financial planning, and co‑advisor relationships with third‑party managers. The firm also conducts educational seminars and workshops for the public and delivers written financial plans to clients.
Investment management is implemented primarily through model portfolios and third‑party money managers; SFM assists clients in model selection, can maintain ongoing discretionary authority over model choice, and provides consolidated household reporting and administrative support. Methods of analysis and specific strategies are manager‑driven, and accounts are reviewed at least quarterly with customization for client goals, risk tolerance, and written investment restrictions.
SFM’s profile includes a few features that differ from many peers: it operates an insurance business in which the firm’s principal receives commissions, a relationship the brochure discloses and describes as a potential conflict of interest that the firm seeks to mitigate. The firm also shares advisory fees and participates in an incentive program with a co‑advisor (a third‑party manager), and it offers no‑cost financial planning plus public educational seminars — a combination of practices that is less common among similar small advisory teams.
Client services
Expertise
Fee options
1.50% annually for assets under management
Minimum fee: $300 annual fee for Client Directed Accounts, with a minimum quarterly fee of $25 Fee-only: Financial planning services offered at no additional cost
Main office
1907 W 33rd Street, Suite 120
Edmond OK 73013
Advisors at this office
2
Most active in
Oklahoma · Texas
Also doing business as
Soard Financial Concepts LLC · Soard Financial Management, LLC · Soard Retirement Concepts, LLC · Soard, Donald W.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Donald S
Series 63, Series 65
Edmond, OK
Soard Financial Management, LLC
Donald Soard is the principal of Soard Financial Management, LLC in Edmond, Oklahoma, and holds Series 63 and Series 65 licenses with 15 years of industry experience. He has also owned and operated an insurance agency, Soard Financial Concepts, since 2008. Soard Financial Management provides investment advisory services to individual and high-net-worth clients, including trusts and estates, through discretionary and non-discretionary portfolio management, financial planning, and co-advisor relationships. The firm employs primarily model portfolios and third-party managers, offers public educational seminars, and delivers written financial plans.
Ryan B
Series 65
Edmond, OK
Soard Financial Management, LLC
Ryan Boydston is a financial advisor at Soard Financial Management, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He has been with Soard Financial Management since 2020 and previously worked at Little Bird Marketing from 2015 to 2019. Boydston is also involved with Soard Financial Concepts, where he maintains an insurance agent role. Soard Financial Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals, trusts, estates, and high-net-worth clients. The firm manages approximately $74.4 million across about 250 client relationships and implements investment programs mainly through third-party managers and model portfolios, with regular reviews and a no-cost financial planning service.
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