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
Includes one-time or ongoing assistance with your financial planning needs
One-time and/or ongoing fee, based on complexity
Investment Management
Includes ongoing management of your investments on a standalone basis
Annualized fee as low as 0.75% of client’s household account value
Wealth Management
Includes ongoing financial planning AND ongoing investment management
Annualized fee starts at 0.75% of client’s net worth*
Institutional Advisory Services
Investment and fiduciary consulting for 401(k) plans, non-profit organizations, and other institutions
Annualized fee starts at 0.75% of client’s total plan/account size*
*Fees for our Wealth Management services include a one-time, upfront initial planning fee based on complexity and an ongoing fee based on net worth subject to a quarterly minimum based on complexity. Fees for our Institutional Advisory Services include a one-time, upfront initial setup fee based on complexity, plus an ongoing fee based on plan/account size subject to a quarterly minimum based on complexity.*
For additional details regarding our services and fee structure, click here to access PDF copies of our regulatory documents and disclosures, including Form CRS and Form ADV Part 2A.