2022 Reviews

Top Financial Planners in Oklahoma City - 2022

LAST UPDATED 8 Dec, 2022
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List of the Top Financial Planners in Oklahoma City

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Align Wealth Management

Service Focus
27% Financial Planning
37% Asset Management
15% Financial Advisory
9% Budget Management
12% Retirement
0% Other
Service Focus
27% Financial Planning
37% Asset Management
15% Financial Advisory
9% Budget Management
12% Retirement
0% Other
At Align Wealth Management, their only business is the delivery of objective fiduciary advice resulting in simple and elegant financial planning solutions. Their clients consist of a discerning group of individuals, families, and small business owners. They believe in straight talk, good old-fashioned common sense, hard work, reliability, and complete transparency. Some of their serviceslude investment management, and retirement management among others. Address: 125 5th St S #201 St Petersburg, FL 33701.

Retirement Investment Advisors

Service Focus
37% Financial Planning
20% Asset Management
11% Financial Advisory
8% Budget Management
4% Retirement
20% Other
Service Focus
37% Financial Planning
20% Asset Management
11% Financial Advisory
8% Budget Management
4% Retirement
20% Other
At Retirement Investment Advisors whether you're just starting out, nearing retirement, or want to enjoy retirement to its fullest, the CERTIFIED FINANCIAL PLANNER™ Professionals at Retirement Investment Advisors are your guides on the path to retirement. Find your place on the path below. They have services and capabilities to help you every step of the way.

Castleview Wealth Advisors

Service Focus
1% Financial Planning
51% Asset Management
5% Financial Advisory
14% Budget Management
28% Retirement
1% Other
Service Focus
1% Financial Planning
51% Asset Management
5% Financial Advisory
14% Budget Management
28% Retirement
1% Other
Castleview Wealth Advisors employs a comPrehensive set of services that help articulate and make Progress toward your financial and personal objectives. Castleview advises clients on Proactive tax planning, tax returnluding year-end tax planning, tax return analysis, long-term tax planning strategy, tax optimization, and roth conversion analysis. They Provides plan design consulting, guidance, oversight and fiduciary advice to retirement plan trustees and other committee members.

Frequently Asked Questions About Financial Planners

The particular cost tends to depend on the range of services your chosen financial planner offers you, as well as their experience. Nevertheless, thorough financial planning can cost anything from $2100 to $11,000 each year.

Financial Advisors come in 3 basic flavours:
Transactional Advisors/Brokers/Insurance Agents charge clients a percentage or fixed amount for each purchase (and, in the case of stocks, bonds, or options, each sale, as well).
Financial Advisors who charge a fixed dollar amount to provide advice: for example, a financial or retirement plan, an asset allocation or an inheritance, tax, or succession plan. These Advisors have no asset minimum.
Investment Advisors (aka, Wrap-fee advisors, Fiduciary Advisors, Asset Fee-Based Advisors) both Advise and also Invest the money. They charge a fee that is a percentage of the assets under management. Typically, minimums are $100–200k, but maybe as high as $500k or a Million.

Given that there are over 100 certifications available to those in the financial industry, the CFP certification certainly stands out. For one, to be a CFP, one must be a fiduciary. This means that every CFP must put the needs of their clients ahead of their own. It can be surprising to learn that the majority of financial professionals are not required by law to do this and it is for this reason that the CFP and the CFP board unique and important entities where consumer protections are mentioned.

It means that your financial planner follows the fiduciary standard. This is a standard that means your financial planner puts your best interests ahead of their own. For example, if your financial planner has two similar investment products with varying fees, your financial planner that is also a fiduciary would have no choice but to recommend the investment product that has the lower cost to you, even if that means they would make less money from it. It is a standard that is great for you, the client and not necessarily for the financial planner.

What it simply means is that:

  • They must act in your best interest
  • They must provide information pertaining to any conflict of interest that may arise
  • They must clearly define how their money is made (commissions, asset-based fees, upfront fees, and more).

Generally, any professional that is able to help you take care of your money is to be considered a financial advisor. However, a financial planner is a financial advisor working within a specific niche known as financial planning. If your goal is to have a program that helps you achieve your long-term financial goals, then a financial planner would be the go-to professional.

The role of a financial planner is to provide expert assistance and advice in order to help you reach any financial goals you have set for yourself. These goals typically depend on your needs and your situation. A financial planner is able to help you with saving and budgeting, investing, debt reduction, estate planning, insurance, retirement, and tax optimisation.

Accreditation and certification
When talking to someone about your money and financial future, it is imperative that you know the person you aim to work with is actually qualified for the job. It is important to note that whilst accreditation is a wonderful sign, it does not guarantee that the individual is a great financial planner. This is why you ask for referrals and references.

Pay structure
Every financial planner comes with their own unique pay structure, so you have to select the one that helps determine if an investment was smart as it was intended to be. Generally, you want to avoid working with financial planners on a commission basis. They are likely to think more about their commission than meeting your needs.

Listen out for questions
A great way to ascertain the ethics of your chosen financial planner is to just listen to them while they speak. Additionally, you will want to pay attention to how many questions they ask you. Given that all financial situations and goals are different, there isn’t a cookie-cutter option. It is best to steer clear of financial planners that say otherwise.

Conduct a background check
Given the peculiarity of the relationship, there will have to be a fair amount of trust and transparency for your relationship with the financial planner to be successful. This is where you will want to learn more about their background. Find out if they have ever been investigated by an investment regulatory body or have been convicted for a crime.

There are quite a number of questions to ask a financial planner when you first meet them, however, the most important question is one that you pose to yourself; you have to know what you want in an advisor. Try to discover the type of services you will require and how much you are willing to pay for those services. Thinking about these questions will help you determine what questions to ask before hiring a financial planner. Below are the questions you should ask when hiring a financial planner:

  • What are your credentials?
  • Are you a fiduciary?
  • How do you get paid?
  • What services do you offer?
  • What is your investment philosophy?
  • How will investments be picked for me?
  • What benchmarks are used?
  • Who is your custodian?
  • What are your typical clients like?
  • How much contact will we have?
  • Do you have anyone else that works with you?
  • What is your succession plan?
  • Is it possible to view a sample financial plan?
  • Why should I choose you?

First Command Financial Planning

Service Focus
19% Financial Planning
24% Asset Management
15% Financial Advisory
5% Budget Management
20% Retirement
17% Other
Service Focus
19% Financial Planning
24% Asset Management
15% Financial Advisory
5% Budget Management
20% Retirement
17% Other
First Command is dedicated to keeping you and your family financially secure from the start of your military career to retirement and beyond, at home or during deployment, in times of joy and in times of tragedy. They Provide retirement planningome planning, financial coaching, and insurance among others.

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Capital Asset Management

Service Focus
22% Financial Planning
1% Asset Management
17% Financial Advisory
12% Budget Management
23% Retirement
25% Other
Service Focus
22% Financial Planning
1% Asset Management
17% Financial Advisory
12% Budget Management
23% Retirement
25% Other
At Capital Asset Management they understand how hard you work to Provide comfort and security for your family now and for yourself in the future. Their team of financial advisors wants to help you make informed decisions with your money because we believe that your hard work should pay off.

Northwestern Mutual – Financial Advisor: Jake Robbins

Service Focus
15% Financial Planning
22% Asset Management
17% Financial Advisory
6% Budget Management
17% Retirement
23% Other
Service Focus
15% Financial Planning
22% Asset Management
17% Financial Advisory
6% Budget Management
17% Retirement
23% Other
At northwestern Mutual Wealth Management is collectively focused on Providing comPrehensive, customized, objective financial planning and wealth management advice. Their clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from medical Professionals to business owners, licensed Professionals and affluent families.

SUSAn E. Penney / Penney Wise Wealth Advisor / Financial Advisor

Service Focus
32% Financial Planning
6% Asset Management
15% Financial Advisory
33% Budget Management
15% Retirement
0% Other
Service Focus
32% Financial Planning
6% Asset Management
15% Financial Advisory
33% Budget Management
15% Retirement
0% Other
Penney Wise Wealth Advisors, As an independent investment management firm they Provide Wealth Consultation Servicesluding comPrehensive financial planning and investment management to retirees, executives, successful Professionals, and business owners. They can help guide you along the path to and through retirement. No matter where you are in life, they can Provide guidance, tools, and services to help you Prepare for retirement on your terms.

Cameron Financial Strategies

Service Focus
19% Financial Planning
28% Asset Management
11% Financial Advisory
1% Budget Management
30% Retirement
10% Other
Service Focus
19% Financial Planning
28% Asset Management
11% Financial Advisory
1% Budget Management
30% Retirement
10% Other
At Cameron Financial Strategies they understand that financial planning is not about numbers on a page, it is about developing a long-term relationship between client and advisor. Cameron Financial Strategies works with hundreds of families on Preparing for and enjoying a successful retirement. They also work with other financial advisors around the country, helping them with compliance and Practice management issue.

Cassidy Financial Group

Service Focus
4% Financial Planning
9% Asset Management
21% Financial Advisory
23% Budget Management
23% Retirement
21% Other
Service Focus
4% Financial Planning
9% Asset Management
21% Financial Advisory
23% Budget Management
23% Retirement
21% Other
Cassidy Financial Group offer a full range of financial services to help you achieve your financial goals. Their services help clients in Planning for Life Events. Theselude: Financial Protection of loved ones and assets , Educational planning, Retirement planning, Estate planning and more. Address: North West 51st Oklahoma city.

Retirement Solutions

Service Focus
17% Financial Planning
14% Asset Management
28% Financial Advisory
27% Budget Management
12% Retirement
2% Other
Service Focus
17% Financial Planning
14% Asset Management
28% Financial Advisory
27% Budget Management
12% Retirement
2% Other
Retirement Solutions serves Oklahoma City, OK and surrounding communities. They Provide the families and businesses they serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Retirement Solutions Provides investors custom-tailored strategies to meet short- and long-term needs. Address: 9909 South Pennsylvania Ave Oklahoma City, OK 73159

Northwestern Mutual

Service Focus
26% Financial Planning
8% Asset Management
26% Financial Advisory
25% Budget Management
0% Retirement
15% Other
Service Focus
26% Financial Planning
8% Asset Management
26% Financial Advisory
25% Budget Management
0% Retirement
15% Other
At northwestern Mutual Wealth Management is collectively focused on Providing comPrehensive, customized, objective financial planning and wealth management advice. Their clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from medical Professionals to business owners, licensed Professionals and affluent families.

T.S. Phillips Investments

Service Focus
24% Financial Planning
20% Asset Management
3% Financial Advisory
29% Budget Management
5% Retirement
19% Other
Service Focus
24% Financial Planning
20% Asset Management
3% Financial Advisory
29% Budget Management
5% Retirement
19% Other
T.S. Phillips Investments is an independent broker-dealer based in Oklahoma City, Oklahoma. Along with their Investment Advisor firm, Phillips Capital Advisors, they oversee $1 billion in assets from a variety of investorsluding individuals, institutions, and business owners. Whether you are investing to build wealth, Protect your family, or Preserve your assets, their personalized service focuses your needs, wants, and long-term goals.

Mariner Wealth Advisors

Service Focus
10% Financial Planning
25% Asset Management
8% Financial Advisory
9% Budget Management
26% Retirement
22% Other
Service Focus
10% Financial Planning
25% Asset Management
8% Financial Advisory
9% Budget Management
26% Retirement
22% Other
Mariner Wealth Advisors was founded with a vision of helping clients and their families navigate their financial futures. The firm was specifically designed based on client feedback with the aim of solving more issues than a traditional advisory firm. Some of their serviceslude: Wealth Advice, Tax Planning & Preparation Risk Management , Estate Planning & Trust Services, Specialized Business Services.

Axa Advisors

Service Focus
20% Financial Planning
22% Asset Management
17% Financial Advisory
14% Budget Management
6% Retirement
22% Other
Service Focus
20% Financial Planning
22% Asset Management
17% Financial Advisory
14% Budget Management
6% Retirement
22% Other
At AXA their individual and group life insurance policies encompass both savings and retirement Products, on the one hand, and other health and personal Protection Products, on the other. The Property-casualty businessludes the insurance of personal Property (cars, homes) and liability (personal or Professional). It covers a broad range of Products and services designed for our individual and business clients.

Sri Jonnada

Service Focus
28% Financial Planning
11% Asset Management
24% Financial Advisory
19% Budget Management
11% Retirement
7% Other
Service Focus
28% Financial Planning
11% Asset Management
24% Financial Advisory
19% Budget Management
11% Retirement
7% Other
At journey Financiaal founded by Sri’s whom expertiselude business planning, retirement and investment planning, insurance andome Protection, and estate conservation. His years of experience as an entrePreneur and working with business owners, combined with countless hours learning academic business Principles, gives him a working knowledge in many business matters.

Arvest Asset Management

Service Focus
26% Financial Planning
6% Asset Management
24% Financial Advisory
17% Budget Management
13% Retirement
13% Other
Service Focus
26% Financial Planning
6% Asset Management
24% Financial Advisory
17% Budget Management
13% Retirement
13% Other
The story of Arvest is one of commitment started by our founders, an intense dedication to focusing on the customer. This philosophy has remained the same during their growth from a small bank to a group of community banks able to Provide a complete range of financial services. They Provide full range of financial services.

Merrill Lynch Wealth Management

Service Focus
31% Financial Planning
10% Asset Management
9% Financial Advisory
28% Budget Management
7% Retirement
16% Other
Service Focus
31% Financial Planning
10% Asset Management
9% Financial Advisory
28% Budget Management
7% Retirement
16% Other
At Merrill financial advisors at their Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. They also stress that their role goes beyond wealth management. Employing the broad resources of Merrill, their financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other Professionals, such as estate and tax attorneys.

Wells Fargo Advisors

Service Focus
18% Financial Planning
25% Asset Management
20% Financial Advisory
20% Budget Management
9% Retirement
7% Other
Service Focus
18% Financial Planning
25% Asset Management
20% Financial Advisory
20% Budget Management
9% Retirement
7% Other
At Wells Fargo their team of Financial Advisors can Provide a full range of financial Products and services, from helping you select individual investments to developing a retirement plan. They have access to a broad array of company resourcesluding research analysts and economic and market experts who help us make informed investment recommendations based on your needs. Address: 211 N. Robinson, One Leadership Square, SUITE 1600, Oklahoma City, OK 73102-0000.

Oath Law | Oath Planning

Service Focus
20% Financial Planning
22% Asset Management
27% Financial Advisory
1% Budget Management
14% Retirement
16% Other
Service Focus
20% Financial Planning
22% Asset Management
27% Financial Advisory
1% Budget Management
14% Retirement
16% Other
At Oath Law they use technology and a Proven Process to create estate plans that work for every person who has things they value and people that they cherish and want to Protect. Oath Law was established to Provide obtainable estate planning to every family.