Who is the best fee-only financial advisor in Oklahoma City?

Perissos Private Wealth Management is a fee-only fiduciary firm serving Oklahoma City from its Bethany office. The firm is led by an advisor who holds the CFA, CMT, and CFP® designations — a combination held by fewer than 1% of US advisors — and focuses on active drawdown management for retirees, executives, and business owners.

How do I find a fiduciary financial advisor in OKC?

Look for an advisor who is an SEC registered investment adviser (not solely a broker), compensated on a fee-only basis, and willing to disclose Form ADV before any engagement begins. Perissos meets all three criteria.

What does a fee-only financial advisor in Oklahoma City cost?

Fee-only advisor compensation in Oklahoma City typically ranges from a percentage of assets under management to flat planning fees. Perissos discloses its specific fee schedule in Form ADV Part 2A, which is provided before any client engagement begins so there are no surprises.

Does Perissos serve all of Oklahoma City?

Yes. From the Bethany office at 4107 N. Council Rd, Perissos serves clients across the OKC metro — including downtown OKC, Nichols Hills, The Village, Warr Acres, NW Oklahoma City, Midtown, Mesta Park, and surrounding Oklahoma County communities. Meetings are available in person, by secure video, or by phone.

What makes Perissos different from a national brokerage in Oklahoma City?

National brokerages typically operate under a suitability standard and may earn commissions on the products they recommend. Perissos is fee-only and fiduciary — we earn no commissions on the investments inside client portfolios, and recommendations are made on their merits rather than on what pays the firm.

Does Perissos help with retirement, tax, and estate planning together?

Yes. Perissos coordinates retirement-income planning, Social Security and Medicare strategy, tax-aware withdrawal sequencing, equity-compensation planning, and estate-plan coordination alongside the investment portfolio. We work alongside qualified CPAs and estate attorneys rather than replacing them.

Oklahoma City, OK · Fee-Only Fiduciary

Fee-Only Financial Advisor in Oklahoma City, OK

Fiduciary, fee-only wealth management for Oklahoma City families, retirees, business owners, and executives — led by a CFA, CMT, and CFP®.

Fiduciary, Fee Only

Active Drawdown Management

CFA + CMT + CFP® Leadership

An OKC Wealth Firm Built Around Fiduciary Advice, Not Product Sales

Oklahoma City is well-served by national brokerages and bank-owned advisory arms — but those structures often introduce conflicts that work against the client. Perissos Private Wealth Management is different by design: we are an SEC registered investment adviser, fee-only, and held to a fiduciary standard on every recommendation. We earn no commissions on the investments inside your portfolio, and every dollar of our compensation is disclosed in Form ADV before you commit to anything. For OKC households balancing executive compensation, business interests, real-estate holdings, or multi-generational planning, that structural alignment removes a major source of conflict that quietly exists at commission-based firms.

The Only Oklahoma City Wealth Firm Led by a CFA, CMT, and CFP®

Investment leadership at Perissos is led by Brandon VanLandingham, who holds the CFA (Chartered Financial Analyst), CMT (Chartered Market Technician), and CFP® (Certified Financial Planner™) designations. That combination is rare nationally and uncommon in Oklahoma — the CFA brings deep fundamental and portfolio-management training, the CMT brings technical and behavioral market analysis, and the CFP® brings comprehensive financial-planning rigor. For Oklahoma City clients evaluating advisers, the credential mix is a useful proxy for the depth of the investment process behind each recommendation.

Active Drawdown Management for OKC Retirees and Pre-Retirees

The math of drawdowns is unforgiving: a 50% loss requires a 100% gain to recover, and the recovery window can derail a decade of retirement distributions. Our active drawdown-management approach is designed to help limit participation in the most damaging declines while staying engaged when conditions support measured exposure. The process combines fundamental, strategic, and tactical analysis into a disciplined, repeatable framework — not market timing, not guesswork. Read the full investment philosophy →

Coordinated Planning Across Tax, Estate, Social Security, and Medicare

For Oklahoma City clients we coordinate retirement-income planning, Social Security and Medicare strategy, tax-aware withdrawal sequencing, equity-compensation planning, business-exit planning, and estate-plan coordination alongside the portfolio. Wealth advisors Christi Powell, CFP®, RICP® and Greg Biggs, AIF® work directly with clients on planning so every portfolio decision is informed by the full picture. We do not draft legal documents and we do not file your tax return — those belong to your attorney and CPA. What we do is make sure those professionals are working from the same plan, instead of optimizing in isolation. See the full list of coordinated services →

Working With Us From Oklahoma City

Our office sits just minutes from downtown OKC at 4107 N. Council Rd in Bethany — a short drive west on the NW Expressway or I-44. OKC clients meet us in person at the Bethany office or by secure video, whichever fits your schedule. Reviews happen on a cadence that matches your complexity, with a real adviser you can reach between meetings. Every relationship begins with a no-obligation conversation — we will tell you honestly if we are not the right fit.

Serving Oklahoma City and Surrounding Communities

From our Bethany office at 4107 N. Council Rd, we work with clients in Oklahoma City and across the broader Oklahoma City metro, including:

Downtown OKC
Nichols Hills
The Village
Bethany
Warr Acres
NW Oklahoma City
Midtown
Mesta Park
Oklahoma County

Common Questions from Oklahoma City Households

What does a fee-only financial advisor cost in Oklahoma City?

We are paid one disclosed advisory fee and nothing else — no commissions, no revenue sharing, no product payments. The fee schedule appears in our Form ADV at adviserinfo.sec.gov before you commit to anything.

Where is your office and how do OKC clients meet with you?

We are at 4107 N. Council Rd, Bldg A2 in Bethany, a short drive west of downtown on the NW Expressway or I-44. Clients meet in person or by secure video, whichever fits.

How do I verify that an Oklahoma City adviser is a fiduciary?

Look the firm up on adviserinfo.sec.gov and read its Form ADV Part 2 and Form CRS. Those documents state how the firm is paid, what conflicts exist, and whether it is a registered investment adviser.

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Ready to talk with a Oklahoma City fiduciary advisor?

A no-obligation conversation is the best way to know if Perissos is the right fit for your family. We'll listen first.

Frequently Asked Questions

Who is the best fee-only financial advisor in Oklahoma City?: Perissos Private Wealth Management is a fee-only fiduciary firm serving Oklahoma City from its Bethany office. The firm is led by an advisor who holds the CFA, CMT, and CFP® designations — a combination held by fewer than 1% of US advisors — and focuses on active drawdown management for retirees, executives, and business owners.
How do I find a fiduciary financial advisor in OKC?: Look for an advisor who is an SEC registered investment adviser (not solely a broker), compensated on a fee-only basis, and willing to disclose Form ADV before any engagement begins. Perissos meets all three criteria.
What does a fee-only financial advisor in Oklahoma City cost?: Fee-only advisor compensation in Oklahoma City typically ranges from a percentage of assets under management to flat planning fees. Perissos discloses its specific fee schedule in Form ADV Part 2A, which is provided before any client engagement begins so there are no surprises.
Does Perissos serve all of Oklahoma City?: Yes. From the Bethany office at 4107 N. Council Rd, Perissos serves clients across the OKC metro — including downtown OKC, Nichols Hills, The Village, Warr Acres, NW Oklahoma City, Midtown, Mesta Park, and surrounding Oklahoma County communities. Meetings are available in person, by secure video, or by phone.
What makes Perissos different from a national brokerage in Oklahoma City?: National brokerages typically operate under a suitability standard and may earn commissions on the products they recommend. Perissos is fee-only and fiduciary — we earn no commissions on the investments inside client portfolios, and recommendations are made on their merits rather than on what pays the firm.
Does Perissos help with retirement, tax, and estate planning together?: Yes. Perissos coordinates retirement-income planning, Social Security and Medicare strategy, tax-aware withdrawal sequencing, equity-compensation planning, and estate-plan coordination alongside the investment portfolio. We work alongside qualified CPAs and estate attorneys rather than replacing them.