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Find Retirement Advisors for Retirement Planning in Bartlesville, Oklahoma

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Bartlesville, Oklahoma

Last Updated - April 25, 2025

Bartlesville has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Bartlesville, Oklahoma have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Bartlesville, Oklahoma

VERIFIED

Thomas "Casey" Loper
Cornerstone Wealth Management

Qualifications
CRD# 5199516
Firm CRD# 164666
Series 7, 63

Minimum Assets Required
$250,000

Address

2738 E 51st St Suite 200,
Tulsa, OK 74105 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Top 5 Retirement Planning firms in Bartlesville, Oklahoma (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	122 Sw Frank Phillips Boulevard, Bartlesville, OK, 74003	$2,887,295,468	24	16	A percentage of AUM, Fixed fees, Performance Based
2	2370 Nowata Place, Bartlesville, OK, 74006	$1,019,033,329	8	10	A percentage of AUM, Performance Based, Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS)
3	501 Se Fourth Street, Bartlesville, OK, 74003	$202,236,034	2259	24	A percentage of AUM, Hourly charges, Fixed fees
4	310 South Osage, Bartlesville, OK, 74003	$157,978,905	215	5	A percentage of AUM, Hourly charges, Fixed fees
5	501 Se Fourth Street, Bartlesville, OK, 74003-3906	$74,319,083	298	1	A percentage of AUM

Information on Top Retirement Planning firms in Bartlesville, Oklahoma

KNIGHTSBRIDGE ADVISERS LLC

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QualificationsFirm CRD# 111043

Assets Under Management $2,887,295,468

No. Of Clients24

Clients Per Financial Advisor2

KNIGHTSBRIDGE ADVISERS LLC is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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SPUR CAPITAL PARTNERS

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QualificationsFirm CRD# 115959

Assets Under Management $1,019,033,329

No. Of Clients8

Clients Per Financial Advisor1

SPUR CAPITAL PARTNERS is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS)

Financial Planning Services

Portfolio management for pooled investment vehicles

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SUTTERFIELD FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 115652

Assets Under Management $202,236,034

No. Of Clients2259

Clients Per Financial Advisor94

SUTTERFIELD FINANCIAL GROUP, INC. is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2259 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

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ARCHAMBO FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 129927

Assets Under Management $157,978,905

No. Of Clients215

Clients Per Financial Advisor43

ARCHAMBO FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 215 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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SERAPH CAPITAL ASSOCIATES, LLC

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QualificationsFirm CRD# 165754

Assets Under Management $74,319,083

No. Of Clients298

Clients Per Financial Advisor298

SERAPH CAPITAL ASSOCIATES, LLC is a financial advisory firm situated in Bartlesville, Oklahoma. With a nearly $74M assets under management, the firm specializes in crafting personalized retirement planning solutions for 298 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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