A complete list of active advisors currently associated with Step By Step Financial, LLC
Warmer can help you find a great advisor at Step By Step Financial, LLC or one who fits your needs even better.
The firm serves individual clients and households, particularly those in or approaching retirement, by providing integrated financial planning, investment management, and tax planning coordination. Its service mix includes ongoing portfolio management, comprehensive financial planning, and referrals or arrangements for separate tax preparation services through an affiliated tax business. The firm's investment approach emphasizes long-term diversification and cost management, using low-cost mutual funds and ETFs for equity exposure alongside individual high-quality bonds for fixed income, with explicit tax-aware asset location and cash-flow matching. Most client accounts are managed on a discretionary basis, with a structured onboarding process and regular biannual reviews to monitor plans and portfolios. Noteworthy distinctions include an affiliated tax-preparation company that operates under separate engagement terms—a relationship the brochure highlights as distinct from typical adviser practices. The firm is owner-run and small in scale, delegates trade processing and operational functions to a sub-advisor (which also handles fee collection and may execute certain fixed-income trades away from the primary custodian), and discloses the operational use of AI tools for meeting recording and summarization strictly for administrative support rather than for making advice.
To learn more about the advisors currently working at Step By Step Financial, 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 |
|---|---|---|
Tulsa, OK
| 20
| |
Tulsa, OK
| 0
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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