Working with a financial advisor or financial planner can offer you lots of benefits. Whether you want to pay down debt, improve your 401(k) or IRA, buy a home or start a family, a licensed professional can help you reach your goals.
Take a look at our list of the best financial advisors in Tulsa, Oklahoma, to get started.
Best Financial Advisors in Tulsa, Oklahoma Near You:
- Best for High-Net-Worth Individuals: Bridgecreek Investment Management
- Best Robo-Advisor: M1 Finance
- Best for Tax Planning: Disciplined Investments
- Best Portfolio Analysis: Personal Capital
- Best for Long-Term Investing: Gibraltar Capital Management
- Best for Holistic Financial Management: Capital Advisors
Best for High-Net-Worth Individuals: Bridgecreek Investment Management
Bridgecreek Investment Management is a boutique independent investment advisor. Its client focus, high account minimums and personalized approach to portfolio management means the firm is ideal for high-net worth individuals.
Most financial advisors match clients up with investment portfolios based solely on risk tolerance. Bridgecreek advisors take a different approach. They create customized lifestyle portfolios unique to each client’s specific goals. Annual portfolio management fees range from 0.95% to 0.75% of asset value. In some cases, advisory fees are negotiable.
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance combines saving, investing, spending and borrowing in a single online platform. You can invest in expert-picked portfolios or customize your own investment portfolio for free. You can also automate deposits into your investment account. When your account balance hits $10,000, you’ll be able to borrow at a low interest — as low as 2%.
M1 Finance offers FDIC-insured checking accounts with no monthly maintenance fees. If you upgrade to an M1 Plus account, you’ll get access to a 1% cashback debit card and a 1% APY on your checking account.
Best for Tax Planning: Disciplined Investments
Disciplined Investments, also known as HoganTaylor, began as an accounting firm. Most team members are Certified Public Accountants (CPAs). The firm is equipped to handle tax planning and accounting. Disciplined Investments also offers wealth management, planning and consultation.
Although the minimum amount for investment advisory services is $250,000, the firm offers a specialized wrap program if you don’t meet this requirement. Fees for investment advisory services are negotiable but generally range from 1% to 0.5% of invested assets annually.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
Address
2222 S. UTICA PLACE SUITE 200 TULSA OK, 74114-7000
Phone number
918.388.2690
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital’s award-winning dashboard offers online portfolio management and financial tools. Once you sync your financial information to the platform, you can use financial tools to create a budget, plan for retirement, track your finances, analyze your cash flow and more.
There’s no minimum balance required to open an account and use Personal Capital’s financial tracking tools. However, you’ll need a balance of at least $100,000 to talk with a registered financial advisor. Until you reach this threshold, Personal Capital operates a helpful blog full of financial tips and expert advice. Annual fees range from 0.89% and 0.49% of your invested assets.
Best for Long-Term Investing: Gibraltar Capital Management
Gibraltar Capital Management has offered wealth management and financial planning services since 2001. Advisors take an active management approach to investing, which means they’re always on the lookout for new opportunities with a long-term investing perspective. Portfolios are designed to be held for a minimum of 5 years.
Gibraltar Capital Management also offers estate planning, tax planning, gift-giving and credit management services. Its advisors are willing to dedicate time toward financial education for younger family members of clients. Annual fees range from 1.10% to 0.61% of assets under management.
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
Address
9125 SOUTH TOLEDO AVENUE TULSA OK, 74137
Phone number
918-492-4209
Best for Holistic Financial Management: Capital Advisors
Capital Advisors was founded in 1978 and has been serving individuals, high-net worth individuals, businesses and institutions ever since. Capital Advisors takes a holistic approach to portfolio management and financial planning. They offer advice on Social Security maximization, calculating net worth, education planning, retirement planning and more.
Capital Advisors participates in a wrap fee program. Wrap fee programs combine various services for a single, all-inclusive fee. You won’t have to worry about being charged multiple fees for services.
Frequently Asked Questions
What’s the difference between financial planning and retirement planning?
Financial planning is an umbrella term that includes retirement planning, education planning, tax planning, debt management and more. Retirement planning is an important component of financial planning.
Can I talk to a financial advisor for free?
Yes. Most advisors offer a free initial consultation. Once you’ve settled on a financial advisor, ongoing conversations are usually included in the annual fee.
Can financial advisors help mitigate debt?
Yes. Financial advisors are trained to help you manage debt. They can help you strategize the fastest way to pay off debt and help you plan your financial future.
Finding the Right Financial Advisor
You never want to settle for just any financial advisor. Double-check your advisor’s license and any disciplinary actions through the U.S. Securities and Exchange Commission website. Make sure your advisor has a good understanding of your objectives, time horizon and risk preference. Ultimately, working with the right financial advisor will boost your financial future.
Methodology
To determine the top financial advisors in Tulsa, Oklahoma, we pored through all SEC-registered advisory firms that have an office in Tulsa. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.
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