Mari JuarezI still remember when I got my first paycheck, and my brain was immediately flooded with ideas of what to buy, especially those that I didn’t get a chance to have growing up. Over time, however, I started to become wiser with my money—or so I thought.
The closest step I took to take care of my cash was Googling “how to save and grow money”, and although it presented ideas, like property management, something was lacking. That’s when I decided to hire a financial advisor, as I felt like I wasn’t future-proofing myself.
It was a challenging task, and I had to enlist my team’s help to identify the best option I could trust. Now, we’re here to share our top prospects with you! So, whether you’re planning on buying a house or growing a business, continue reading!
What is the average cost of a financial advisor in Oklahoma City?
Financial advisors are paid in different structures, such as flat fees of around $1,000 to $3,000, subscription models costing about $4,500 per year, or an hourly rate of $200 to $400.
1. Cole Staton – Staton Financial Group Inc.
Services: Retirement income strategies, wealth management, life insurance, asset protection strategies
Location: 709 SW 119th St.
Contact: +1 405-735-6762
Business hours:
- Monday to Thursday: 9:00 AM to 5:00 PM
- Friday: 9:00 AM to 12:00 PM
Cole Staton of Staton Financial Groups Inc. was one of our top-recommended advisors based on our interviewees’ feedback for his kind and caring demeanour.
Our respondents shared that they felt heard and that Cole and his team genuinely cared for their families when they sought financial advice. They also noted his ability to offer a range of strategies after a brief conversation, which is a testament to his attentiveness.
His offered strategies ranged anywhere from wide retirement income options to legacy planning, asset protection, and more. What previous clients liked about them, however, was that they’re long-term, protecting both estates and medical care expenses.
Cole’s hands-on approach was also noted, with clients saying he handles all the paperwork. The same was said of his wealth management service, as he can provide in-depth guidance to his clients.
The only downside is the office’s inconvenient location. Fortunately, Cole is easy to reach and is always willing to meet in a more accessible location, according to our interviewees.
Has been so helpful
“Cole with Staton Financial Group has been so helpful with our financial situation and planning. We found ourselves needing to make some changes as we reach retirement.
He listened to our concerns, explained our options and took care of all the paperwork. I will be recommending him to my family.”
Papa Daryl, Google Review
Done great things for my family
“I have been using Staton Financial Group for seven years now, and I’m very pleased with them. They have done great things for my family.
I love every member of their staff. And Cole Stratton helps me with my Medicare needs. I highly recommend you give them a try. They are GREAT. Please tell them I recommended them to you.”
Debbie McKee, Google Review
2. Lesa Collins – Retirement Planners of America
Services: Tax planning, retirement planning, medicare planning, invest and protect strategies
Location: 2820 Dallas Pkwy
Contact: 469 246 3644
Business hours: Monday to Friday: 8:00 AM to 5:00 PM
Although Retirement Planners of America has a bad reputation for its “car salesman-like” ads and upselling tendencies, we felt Lesa Collins deserved some recognition. From our interviews, we learned that she’s a joy to work with, as clients noted her consistently uplifting attitude.
Furthermore, we were pleased to learn that her previous clients felt heard and seen by Collins, who is excellent at recommending the most appropriate strategies after a brief consultation.
She’s also noted for her knowledge and for patiently answering clients’ questions. Her communication skills were also praised, as she explains their retirement-planning strategies in a way clients can easily understand.
Clients shared that her retirement planning services gave them peace of mind, knowing Lesa understands their long-term goals.
We also appreciate her accessibility; she’s almost always available for a phone call. However, it may be a bit tougher to book an in-person meet-up, as she’s located in Dallas, but she’s always happy to make a virtual meeting.
Cheerful, knowledgeable, and personal
“I have been with RPOA for more than a year now and –thanks to their cheerful, knowledgeable, and personal attention– I feel very optimistic about my financial future.
Lesa Collins and other staff have always answered or returned my calls promptly. I have also learned a lot from Ken Moraif’s podcasts! Thank you, RPOA!”
Andrea Brandhorst, Google Review
Keeps us on track
“RPOA is an excellent organisation! Our family has been blessed (for many years) as they assist us with taking care of our financial future.
Lesa Collins is our advisor, and she is very knowledgeable, keeps us on track, answers all our questions, and always has ideas to help us through any hurdles. You can’t buy Peace of Mind in this world, but RPOA can make you feel pretty safe with investing your money with them.
Thank you, Lesa, for all that you do for us. You are appreciated!”
Karen Adams, Google Review
3. Dylan Ball – First Command
Services: Financial planning, investment strategies, risk management, debt management
Location: 5604 SE 67th St
Contact: +1 405-737-8594
Business hours: Monday to Friday: 9:00 AM to 5:00 PM
First Command’s Dylan Ball struck us as a reliable financial advisor, primarily because the firm requires its advisors to always put their clients’ needs first. This was confirmed in our interviews, where participants praised Dylan for aligning his planning with their personal needs.
Our interviewees also shared Ball’s firm yet caring approach to financial planning, which made sense given that he is a Marine. They even said that Ball looked out for their families, as if they were his own, and that he prioritised their best interests when developing investment strategies.
We also appreciated how he looks at attainable goals during the planning stage. Our interviewees said they would provide personalised plans that would lead to meaningful goals from the clients’ perspective, so no two plans would be the same.
Lastly, we liked how Dylan is available for both in-person and virtual meetings. However, we received a few minor complaints about his limited availability on weekends.
He cares for my family’s future
“Dylan Ball is a fantastic advisor. He is very transparent and willing to teach his clients. He has taken hours of his time to explain the intricate pieces of budgeting and investment. Dylan is knowledgeable and keeps up to date with changes in the military.
He understands the importance of aligning career planning and financial planning. I put my trust in Dylan Ball, and I have seen it first-hand that he cares for my family’s financial future. If you are a good fit to work with Dylan Ball, I would highly recommend him to you.
First Command as a company has been under criticism for some of its advisors across the country. Like any company, some workers are better than others.
I’d recommend that you take the time to find the advisor who fits your needs. They are all from different backgrounds and specialities.
If you are looking for help eliminating debt, budgeting, and learning more about how to take control of your financial situation, then First Command is there to help military members and their families.”
Andrew Benson, Google Review
It has been an absolute pleasure
“Dylan is very professional and organised! He always gives me all the information to create a full picture of the choices I can make. He answers all the questions that I have, then he waits for my decision.
It has been an absolute pleasure to work with Dylan. The peace of mind that my future is in good hands is priceless. Thank you, Dylan!!”
Kaleb Combs, Google Review
4. Kendall King – Castlepoint Wealth Advisors
Services: Personal retirement planning, financial planning, investment management, family and estate planning
Location: 7308 N Classen Blvd.
Contact: +1 405-705-2906
Business hours:
- Monday to Thursday: 8:00 AM to 5:00 PM
- Friday: 8:00 AM to 12:00 PM
Kendall King was one of our top picks for his 20+ years of industry experience and overwhelmingly positive reviews across all boards. We also spoke with his former and current clients, and they cited his compassion and knowledge as two key reasons they chose him.
They shared that King clearly and patiently explained complex financial planning terms to them. Furthermore, they stated that he considered their needs and current situations closely to provide personalised retirement and asset protection plans.
We also appreciated how he offered a comprehensive set of plans, ranging from family and estate planning to relationship planning and investment management. He’s also highly qualified to execute these strategies, as he’s a Chartered Advisor in Philanthropy.
The only thing we’re iffy about with King and Castlepoint Wealth Advisors is their statement that they focus only on high-net-worth individuals, which may indicate their services aren’t for anyone.
An advisor you know you can trust
“I have had the pleasure of knowing and getting to work with Kendall King for many years now. As someone who also works in a capacity as a fiduciary for my clients, I do my best to make sure that anyone I refer to a client is the best in their profession. Kendall is certainly that!
If you are looking for an advisor whom you know you can trust, then Castlepoint is that group.”
Jeremy, Google Review
Has been exceptional
“Our experience with Castlepoint Wealth Advisors has been exceptional. The professionalism, ease, and quick response time of the entire team have been greatly appreciated.
We feel confident and secure in the way that our investments are being managed and would highly recommend the services of Castlepoint.”
Jen Ellis, Google Review
5. Gage Dellin – Vault Wealth Strategies, LLC
Services: Comprehensive wealth management, consulting, Vault Invest, Vault Plan
Location: 600 NW 23rd St, Suite 102
Contact: +1 405-928-4422
Business hours:
- Monday to Thursday: 9:00 AM to 5:00 PM
- Friday: 9:00 AM to 3:00 PM
Gage Dellin and his team at Vault Wealth Strategies piqued our interest with their patented “Vault” plans. We dug deeper and discovered that it’s a holistic system that covers four major areas: cash management, wealth planning, risk management, and legacy planning.
Dellin and his team’s philosophy is that by covering these four, clients’ financial future is secured. We spoke with their clients, who shared that it gave them peace of mind knowing that all aspects of their wealth are managed by trusted, knowledgeable advisors.
We also appreciate how accessible Dellin is; our interviewees noted he’s always available for virtual and in-person meetings, excluding weekends. They also shared how he’s quick to answer their questions.
Dellin was also praised for his communication skills, as he explains their investment and retirement plans clearly and patiently. Furthermore, he offers exceptional guidance on business, real estate, and financial decisions.
We only wish that he and his team could do the same for their fee structure, as they don’t offer a ballpark figure on their website.
Very impressed
“We were very impressed with the way Luke, Gage, and Craig at Vault Wealth treated us right from the start. They listened to our concerns and wanted to understand why we wanted to switch advisors.
They then provided the level of detail we were seeking regarding their investment approach. They were very responsive to our request to complete a Roth conversion and have been much more responsive via email than our previous advisors.
We are very happy to be with Vault Wealth and trust them with our retirement funds.”
Michael Emlaw, Google Review
Professionals I can trust
“The Vault team is fantastic. Their dedication to truly understanding my specific financial goals and developing a personalised plan gives me the peace of mind that I have professionals I can trust working in my family’s best interest.
My advisor always takes the time to listen and understand my questions, and then clearly articulates options.”
Ben Palmer, Google Review
