SAGEOAK FINANCIAL, LLC

6964 S. 69th East Ave.
Tulsa, Oklahoma 74133-1738
Tel: (918) 627-3700

About SAGEOAK FINANCIAL, LLC

SAGEOAK FINANCIAL, LLC, formally registered with the SEC as SAGEOAK FINANCIAL, LLC. The firm was established in 12/13/2021. They have over 2 offices throughout the country.

SAGEOAK FINANCIAL, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $143,926,779 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166927
SEC#	801-122855
Assets Managed by Firm	$143,926,779
No. of Clients	655
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF CLIENT NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	655	$143,926,779
Individuals (other than high net worth individuals)	212	$69,020,261
High net worth individuals	48	$72,614,134
Pension and profit sharing plans	Fewer than 5 clients	$1,514,816
Charitable organizations	Fewer than 5 clients	$730,244
Corporations or other businesses	Fewer than 5 clients	$47,324

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Tulsa, Oklahoma

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.