Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Tulsa, Oklahoma

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Tulsa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Tulsa & pick the one as per your needs

How To Find The Best Financial Advisors in Tulsa, Oklahoma
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Tulsa, Oklahoma, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 36 non-vetted financial advisors in Tulsa, Oklahoma, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tulsa, Oklahoma have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Tulsa, Oklahoma

Thomas "Casey" Loper

Cornerstone Wealth Management

918-779-7338

Address

2738 E 51st St Suite 200,
Tulsa, OK 74105 See Details

Top Financial Advisor Firms in Tulsa, Oklahoma (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	110774	$11,569,058,289	2265	A percentage of AUM
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	104643	$5,501,719,930	6518	A percentage of AUM, Hourly charges, Fixed fees
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	283878	$3,464,024,447	8	A percentage of AUM, Performance Based
JACKSON HOLE CAPITAL PARTNERS, LLC 110 North Elgin Avenue, Suite 510 Tulsa, OK, 74120	285978	$862,109,541	498	A percentage of AUM, Fixed fees, Performance Based
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. 1924 S. Utica, Suite 1120 Tulsa, OK, 74104	115220	$825,985,024	5	A percentage of AUM, Performance Based
GIBRALTAR CAPITAL MANAGEMENT, INC. 7304 S. Yale Avenue, Tulsa, OK, 74136	122328	$750,855,822	376	A percentage of AUM, Fixed fees, Performance Based
BOK FINANCIAL ADVISORS One Williams Center, Plaza Southeast Tulsa, OK, 74102	17530	$737,556,409	3101	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
THE ADVISORY RESOURCE GROUP, LLC 4625 E. 91st Street, Tulsa, OK, 74137	290110	$715,501,519	2310	A percentage of AUM
WARBURTON CAPITAL MANAGEMENT, LLC 6120 S Yale Avenue, Suite 1010 Tulsa, OK, 74136	141969	$701,084,221	1226	A percentage of AUM, Other (FIXED MONTHLY FEES)
CADENT CAPITAL ADVISORS, LLC 4525 East 91st Street, Tulsa, OK, 74137	169704	$651,008,144	1315	A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES)
THE LEGACY FINANCIAL GROUP, INC. 1425 E. 41st Place, Suite 100 Tulsa, OK, 74105	135059	$513,560,986	1608	A percentage of AUM, Fixed fees
EVERPAR ADVISORS LLC 2431 E. 61st Street, Suite 825 Tulsa, OK, 74136	326468	$488,511,578	816	A percentage of AUM, Fixed fees
SCISSORTAIL WEALTH MANAGEMENT, LLC 1203 East 33rd Street, Suite 100 Tulsa, OK, 74105	297761	$488,486,732	2100	A percentage of AUM, Fixed fees
MELIA WEALTH LLC 5424 S. Memorial Drive, Building E Tulsa, OK, 74145	145402	$455,681,209	2225	A percentage of AUM
HOGANTAYLOR WEALTH 2222 S. Utica Place Suite 200, Tulsa, OK, 74114-7000	129696	$434,377,670	969	A percentage of AUM, Hourly charges, Fixed fees

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