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breaking news 9 Best Financial Advisors in Oklahoma City, Oklahoma for 2023 • Benzinga


Oklahoma City is full of surprises. Residents enjoy over 300 days of sunshine a year, easy travel, clean air and a low cost of living. If Oklahoma City is your hometown, you want to find a financial advisor to help you plan for your future. Check out Benzinga’s guide to the best financial advisors in Oklahoma City, Oklahoma to get started today.

Best Financial Advisors in Oklahoma City:

Best for Financial Services Line: Vista Investment Partners

Vista Investment Partners is a registered investment adviser that provides financial planning and wealth management services.

Expect your first call to be more personal than financial as your advisor gets to know you. You and your financial advisor will thoroughly review your finances, assess your history, and determine a plan aligned with your financial goals.

Vista offers 5 customer services:

  • Portfolio design and management
  • retirement planning
  • Risk management
  • Tax planning
  • Wealth transfer

VISTA INVESTMENT PARTNERS LLC

$403,481,009

  • A percentage of assets under your management

  • Financial planning services
Address

5601 NORTH CLASSEN BOULEVARD SUITE 101OKLAHOMA CITY OK, 73118

Best for

  • Customizable Robo Investment

Best Robo-Advisor: M1 Finance

M1 Finance is a fund management platform with a DIY approach. It offers innovative technology, helpful tools, and the ability to manage your money your way. You can schedule weekly, bi-weekly or monthly deposits to grow your funds.

Choose between 2 account types: Core or Plus. Core is free and Plus costs $125 per year.

Main account features:

  • No trading commission
  • No management fees
  • Free current account
  • Base rate of 3.5% for a portfolio line of credit

The Plus account includes:

  • All Master Account Features
  • 1% current account APY
  • 1% cash back on qualifying debit card purchases with no limit
  • Access to a 2nd daily trading window
  • 2.75% rate for portfolio line of credit

Best long-term portfolio: Tom Johnson Investment Management

Tom Johnson Investment Management takes a long-term approach to building your portfolio. The company was founded in 1983 and is located in downtown Oklahoma City.

You can expect a conservative approach emphasizing a diversified portfolio of high quality securities. Tom Johnson Investment Management brings a personal touch to your financial plan with independent research, individual stock and bond selection and professional investment management.

Tom Johnson Investment Management has a diverse client base. Beyond individual financial planning, the firm offers services to pension plans, insurance companies, banks, corporations and more.

TOM JOHNSON INVESTMENT MANAGEMENT, LLC

$1,191,482,234

  • A percentage of assets under your management
  • Hourly charges
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • Retirement consulting services
  • Selection of other advisers (including private fund managers)
Address

201 ROBERT S. KERR, UNIT 510 OKLAHOMA CITY OK, 73102-4202

Best for Low Fees: Align Wealth Management

Align Wealth Management is an independent trust company that provides services such as investment, retirement and 401(k) planning. The company primarily works with individuals, families and small business owners.

Align’s total cost has traditionally been lower than much of the industry. For example, the industry average advisory fee for a $2,000,000 account portfolio management fee, mutual fund expense ratio, and mutual fund trading is approximately 3 .69%. Align Wealth Management only charges 1.30%.

ALIGN WEALTH MANAGEMENT, LLC

$305,400,000

  • A percentage of assets under your management
  • Fixed costs (excluding subscription costs)

  • Financial planning services
  • Retirement consulting services
Address

13921 POINTE DRIVE WHARF OKLAHOMA CITY OK, 73134

Phone number

(405) 607-4820

Best for

  • High net worth individuals

Best Portfolio Analysis: Personal Capital

Personal Capital offers a comprehensive monitoring tool for all your accounts. You can choose from 2 types of services: expense tracking and managed services. You will need a minimum account balance of $100,000 or more to qualify for managed services.

You can track a multi-asset portfolio for free with a range of investment management tools. You can also consult a personal capital advisor if you want tax optimization strategies and professional help for your long and short term goals.

Best for families and small businesses: Hughes Warren, Inc.

Hughes Warren is an independent registered investment adviser serving individuals, families and small businesses. The paid company works only in your interest without commission.

Hughes Warren provides 3 services – financial, retirement and investment planning. The 2-person team has a combined experience of over 50 years and both members are Certified Financial Planners®.

$98,930,886

  • A percentage of assets under your management
  • Hourly charges

  • Financial planning services
Address

9150 N. MAY AVENUE SUITE BOKLAHOMA CITY OK, 73120-4417

Best for finding financial advisors: SmartAsset

SmartAsset’s platform can connect you with the right local financial advisor to help you prepare for your future. Take a short survey and the SmartAsset algorithm to get some options.

The site also offers a multitude of free calculators. See how much house you can afford or take a look at the 401(k) calculator. SmartAsset aims to empower you to make sound financial decisions and taking advantage of its free advice and recommendations is a good start.

Best for High Net Worth Individuals: InvesTrust Consulting LLC

InvesTrust Consulting brings its expertise in the management, preservation and growth of your wealth. The company was founded in 1998 to offer personalized investment services based on your objectives. It is an independent fiduciary, so it does not accept any commission.

IvesTrust’s services include investment management, trusts and employee retirement plans. His site offers an educational blog and several financial calculators. The firm is large enough to divide services into specialist teams and you can be sure that your financial adviser will carry at least 1 professional title.

INVESTRUST CONSULTING, LLC

$654,950,326

  • A percentage of assets under your management
  • Hourly charges
  • Fixed costs (excluding subscription costs)
  • Other

  • Retirement consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • BOOKKEEPING, INVESTMENT ADVISORY SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT
Address

5100 N CLASSEN BOULEVARD SUITE 600OKLAHOMA CITY OK, 73118

Find Your Oklahoma City Financial Advisor

A financial advisor can help you plan and build a strong financial future. Take the time to meet several companies. Double-check professional references and focus on advisors who take the time to build a personal relationship with you. Trust is the cornerstone of your success with a financial advisor.

Frequently Asked Questions

Q

Is it worth paying 1% to a financial advisor?

A

Hiring an expert financial advisor is probably worth the 1% unless you are a financial expert. Professional financial advisers are fiduciaries, which means they are required to provide advice in your best interest. Your returns could be higher with the help and expertise of a financial planner.

Q

Do financial advisors check your credit?

A

Financial advisors generally don’t check your credit unless one of your goals is to increase your credit score.

Q

Do I need a financial advisor for retirement?

A

A financial advisor can help you develop and execute a retirement savings plan. A financial advisor can also answer important questions as you approach retirement. The true value of a financial advisor is their ability to help you plan a better life by taking control of your finances. Only you can determine the need for this advice.

Methodology

To determine the best financial advisors in Oklahoma City, we reviewed all SEC-registered advisory firms that have an office in Oklahoma City. We’ve winnowed the list by only including advisers who are registered trustees, have no past disclosures, and have minimal personal conflicts of interest. To further break down the list of truly top advisors in the region, we’ve given weight to advisors who offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a global fee program and over $50 million in assets under management.


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