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Personalized advice for portfolio size
of 100K & above
Oklahoma, known for its breathtaking scenery and booming economy in industries such as energy, aviation, and agriculture, is home to a population of over 3.9 million people. With a cost of living 12% lower than the national average, and 2,373 financial advisors found in the state, Oklahoma residents can take advantage of this affordable state by connecting with a trusted fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Oklahoma can help in your search. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc., the screened financial advisors in our network can provide ongoing guidance and personalized financial solutions to suit your needs.
Oklahoma
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Oklahoma
have an average of
17
years of experience.
NOTE: The list of vetted financial
advisors in
Oklahoma
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Oklahoma.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 17 Years | $92,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 5199516
Firm CRD# 164666
Series 7, 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
2738 E 51st St Suite 200,
Tulsa,
OK
74105
Phone Number
918-779-7338
T. Casey Loper started financial planning at the age of 22 in 2006. He was trained at a national Brokerage firm for the first 12 years of his career and specializes in generating low risk retirement income while growing the assets to combat inflation. Casey's team is growing and includes two CFA's that work off site. Casey has two children and lives in Midtown Tulsa.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 2887274
Firm CRD# 6413
Office Location
4801 Gaillardia Pkwy Suite 375,
Oklahoma City,
OK
73142
Phone Number
405-252-5931
Senior Vice President, Wealth Management Advisor Having grown up near the economic hub of Antwerp, Alain developed a strong interest in economics and finance from an early age. He went on to earn his master's degree in Economics and Finance from the University of Antwerp. As his passion for the industry deepened, Alain realized his goal was to assist executives and families in charting their paths towards a secure retirement. With over 25 years of industry experience, he is deeply committed to providing clients with professional guidance, grounded in his belief that it is never too late to start saving for the future. Alain Verhille co-founded Auctus Legacy Private Wealth Management in 2024 after 17 years with Merrill Lynch. He is a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) with a practice that concentrates on Executives, Business Owners, Retirees or Pre-retirees, Physicians, Non-Profit Organizations and Retirement Planning Services. Alain grew up in a town near Bruges and lived in Belgium for 34 years until work as a finance director brought him to the States. He currently resides in Oklahoma City with his wife, Allisa. Of Alain's accomplishments, he is most proud of his leap to move here without friends and family and build this life and partnership he has created. Outside of the office, Alain is an active member of his community. He served as a member of the Board of the Oklahoma Museum of Arts Moderns Board, which fosters an appreciation for art among younger children. He is a mentor for the Cherie Blair Foundation, which is an international foundation to help women all over the world start and create their own business. In his free time, he enjoys a variety of activities. His interests include Formula One racing, soccer, traveling, photography, and ballroom dancing. Antiquing and frequenting estate sales allow Alain to express his appreciation for history and he has a lot of success finding treasures from World War II, such as German bank notes. Spending time with family is a priority for Alain and cooking French and Italian-style meals is one of the ways he gets quality time in with them. Awards 2023 Forbes Best in State Wealth Advisor 2024 Forbes Best in State Wealth Advisor
Our brand, Auctus Legacy Private Wealth Management is a reflection on our commitment to our clients, each other, and the growth we hope to achieve. As friends for multiple years, we operate like a tight-knit family, where harmony and collaboration thrive. Our dedicated team of financial professionals compliment each other, drawing on decades of shared experience. With a keen eye for detail, we understand each other's strengths, allowing us to deliver quality service. Our camaraderie extends beyond the workplace - we connect as friends, checking in over the weekends to stay connected. Our bond transcends the typical 9-5 workday, reflecting our commitment to genuine relationships.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1601 Northwest Expressway,
Suite 1525,
Oklahoma City,
OK
73118
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 50 | 2265 | $11,569,058,289 | A percentage of AUM |
|
| 17 | 84 | $10,174,416,057 | A percentage of AUM, Fixed fees |
|
| 17 | 6 | $6,272,435,135 | A percentage of AUM |
|
| 59 | 6518 | $5,501,719,930 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 101 | 10586 | $5,015,687,471 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ARRANGEMENT) |
|
| 20 | 8 | $3,464,024,447 | A percentage of AUM, Performance Based |
|
| 16 | 24 | $2,887,295,468 | A percentage of AUM, Fixed fees, Performance Based |
|
| 16 | 1609 | $1,831,472,226 | A percentage of AUM |
|
| 16 | 5 | $1,706,753,895 | A percentage of AUM, Performance Based |
|
| 76 | 4 | $1,645,926,208 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF CERTAIN OPERATING EXPENSES) |
|
| 11 | 5627 | $1,505,567,003 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 20 | 1335 | $1,109,660,853 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 10 | 8 | $1,019,033,329 | A percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS) |
|
| 14 | 6173 | $1,008,864,970 | A percentage of AUM |
|
| 6 | 2197 | $931,104,788 | A percentage of AUM, Hourly charges, Fixed fees |
To find a verified financial advisor in Oklahoma, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your financial needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using the FINRA BrokerCheck tool.
Financial advisors in Oklahoma offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. An advisor's specific services may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
By working with an advisor in Oklahoma who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives, devising a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of Oklahoma can support you, learn more about the different types of financial advisors and their areas of expertise.
Oklahoma-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment in accordance with future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read on about the ten retirement investment strategies you need to know.
How often you should meet with your financial advisor in Oklahoma may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
A vetted financial advisor in our directory for the state of Oklahoma can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
The cost of hiring a financial advisor in Oklahoma varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors may charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Yes, a financial advisor in Oklahoma can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Oklahoma.
Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Oklahoma can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor.
Yes, a financial advisor in Oklahoma can provide guidance on local tax strategies and exemptions unique to the state. Oklahoma has its state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor in Oklahoma can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read about how a financial advisor can help you manage your finances.
Financial advisors in Oklahoma often recommend several strategies for retirement planning to ensure a secure future. These strategies may include:
- Diversified Investments: Advisors suggest diversifying your investment portfolio to manage risk and maximize returns.
- Regular Contributions: Consistently contribute to retirement accounts, such as 401(k)s or IRAs, to build a substantial retirement nest egg.
- Tax-Efficient Withdrawals: Plan for tax-efficient withdrawals during retirement by understanding the tax implications of different retirement accounts.
- Asset Allocation: Advisors help determine the right mix of assets based on your risk tolerance and retirement goals.
- Long-Term Care Planning: They may recommend long-term care insurance or strategies to address potential health care costs in retirement.
- Social Security Optimization: Advisors can assist in optimizing your Social Security benefits for maximum lifetime income.
To ensure you are making an informed decision to secure your future in retirement, explore the ten retirement investment strategies you need to know.
A financial advisor in Oklahoma can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
Yes, there are financial advisors in Oklahoma who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Oklahoma can support you, learn more about the different types of financial advisors and their areas of expertise.
Yes, a financial advisor in Oklahoma can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about charitable planning strategies.
Yes, there are financial advisors in Oklahoma who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if you started late.
