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!
Includes one-time or ongoing assistance with your financial planning needs
One-time or ongoing fee, based on complexity
Includes ongoing financial planning PLUS ongoing investment management
Starting at 0.50% of Client’s Total Net Worth
Includes ongoing management of your investments on a standalone basis
As low as 0.75% of account value
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.