Styled Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Styled Wealth serves individual and high-net-worth clients with ongoing comprehensive financial planning, project-based planning, and investment management, and also offers educational seminars and speaking engagements for groups. The firm operates on a fee-only basis and does not accept sales-based compensation for investment products.
The firm’s investment approach emphasizes long-term, passive buy-and-hold strategies grounded in Modern Portfolio Theory, using diversified allocations of stocks, bonds, mutual funds, and exchange-traded funds. When retained for ongoing comprehensive planning, investment management is provided on a discretionary basis and tailored to each client’s objectives, risk tolerance, and tax considerations.
Notably, Styled Wealth does not charge percentage-of-assets-under-management advisory fees, instead relying on flat, project, or hourly fee arrangements and including investment management as part of ongoing planning engagements. The firm is a small, single-advisor practice managing under $8 million for a few dozen clients and regularly conducts virtual and in-person educational events, sometimes on a pro-bono basis, which is uncommon among similar independent advisers.
Client services
Expertise
Fee options
Project-Based Financial Planning Services fixed fees typically range from $4,000 to $6,000 for individuals and $5,000 to $8,000 for couples
$350 per hour billed in 30-minute increments
Fee-only: Comprehensive Financial Planning Services: upfront fee $1,500 to $4,000 plus annual fee $6,000 to $30,000 paid quarterly in advance; Project-Based Financial Planning Services: fixed fee $4,000 to $6,000 for individuals, $5,000 to $8,000 for couples, payable in four equal installments; hourly fee $350 per hour billed in 30-minute increments; Educational Seminars and Speaking Engagements: fees $1,000 to $10,000 per event
Main office
Jenks OK
Advisors at this office
1
Most active in
District of Columbia · Louisiana · Oklahoma
Also doing business as
Styled Wealth · Styled Wealth, 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.
Forms ADV
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