Financial Advisor | SageOak Financial, LLC | Tulsa, OK

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Pricing

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At Tulsa, OK based financial planning firm, SageOak Financial, LLC, we make our pricing, simple, clear, and easy to understand.

Just like you pay a physician directly for medical advice, you pay SageOak directly for financial advice.

This compensation structure is called “Fee-Only” and it allows us to be independent, objective, and act as a fiduciary at all times.

No commissions, no 12b-1 fees, no revenue sharing agreements, no referral fees, and best of all…no conflicts of interest because of those other fees!

 

Financial Planning Services

 

Includes one-time advice or ongoing assistance with your financial planning needs

Depends on complexity of engagement

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Personal Advisory Services

 

Includes ongoing financial planning PLUS ongoing investment management

Starting at 0.50% of Client Net Worth

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Best value

Investment Management Services

 

Includes ongoing management of your investments on a standalone basis

Starting at 1.00% of Assets Managed

Learn more

 

 

For more details regarding SageOak’s services and fee structure, please click here for a PDF copy of our firm’s required regulatory disclosure, Form ADV Part 2A and 2B.

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