Financial Advisors Tulsa, OK

Financial Advisor Reviews Tulsa, OK

Merrill Lynch Wealth Management’s Tulsa location provides a myriad of financial services and solutions to families, individuals and businesses in the area. At the Tulsa office alone, clients have 20 registered financial advisors and advising groups to choose from. This local office also regularly participates in charitable activities within the community, providing clients the opportunity to give back as well.

Merrill Lynch Wealth Management offers fee-based asset management services. Managed Strategy accounts start with a minimum investment of $5,000 and Custom Managed Strategy accounts have a minimum investment of $20,000.

The financial advisors at First State Investment Advisors in Tulsa have a combined 123 years of experience. The firm charges a flat fee for financial planning and a percentage of assets for investment management. First State’s financial advisors use internet-based financial planning software with a client-centered and goal-based approach. First State Investment Advisors manages investment portfolios with a $50,000 minimum asset requirement and provides financial advisory services separately. The firm also works with smaller portfolios with promise for growth. First State Investment Advisors favors blue-chip stocks, which offer dividends and economic strength.

First State Investment Advisors typically charges between $500 and $2,500 for financial planning, depending on how broad and complex the client’s goals are. For more extensive financial planning, the firm charges $250 per hour. Once First State Investment Advisors develops a client’s plan, annual updates cost 50% to 75% of the initial fee.

Melia Advisor Group specializes in helping clients develop a comprehensive, integrated financial plan that enables them to meet short- and long-term goals. Financial advisors at Melia provide services to individuals and business owners with financial plans that include risk management and estate conservation. The firm primarily works with retirees and those who are nearing retirement age and offers portfolio management as well as financial advisory services. Melia Advisor Group seeks out non-common market options for client investments to generate income throughout the retirement years.

Many financial advisors look to create a lifelong relationship with clients. While Melia Advisor Group welcomes these relationships, the firm works with individuals who require financial or investment advisory service for any length of time. The company’s fees range from $500 to $1,000.

Pinnacle Investment Advisors is a locally-owned Tulsa investment advisory firm that offers financial planning services. The financial advisors and other professionals have more than a century of combined experience with backgrounds in finance, risk and asset management, accounting, law and tax planning. Pinnacle’s financial advisors make objective decisions balanced by consideration of value with risk and potential returns. Clients receive customized solutions to meet financial goals and to build and protect their wealth.

Pinnacle Investment Advisors does not publish fees for financial advisory services. The firm offers an unusually broad selection of investment management strategies.

Gibraltar Capital Management caters to clients, going beyond the traditional scope of duties typical financial advisors fulfill. For example, advisors assist clients with finding the perfect vehicle or vacation home. These assets impact net worth, so Gibraltar goes above and beyond to keep a client’s financial plan on point. The firm primarily works with high net worth individuals and assists small business owners with valuation, selling and other business finance-related issues. Investment management at Gibraltar Capital Management involves portfolios holding stocks, bonds and real estate.

Financial and investment planning services at Gibraltar include asset allocation, estate and tax planning, tax preparation, banking and credit management, insurance and charitable giving. The firm lists no individual fee for meeting with a financial advisor, and it appears that these services are available to investment management clients.

Financial advisors at Warburton Capital Management typically develop a long-term relationship with clients. The firm has a 96% retention rate since its inception in 2006. Warburton developed its Consultative Wealth Management process that covers three financial discipline areas. Investment Consulting helps clients preserve and grow liquid net worth. Advanced Planning protects and enhances wealth while preparing for charitable giving and transferring wealth in the future. Relationship Planning puts a multi-faceted team of financial professionals at the client’s disposal and involves ongoing goals, values, resources and obligation monitoring.

Warburton Capital Management is proactive on behalf of clients and anticipates changes that could affect wealth. Assets are held with third-party financial institutions, primarily TD Ameritrade. Warburton Capital Management charges fees based on a percentage of assets under management.

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