SCISSORTAIL WEALTH MANAGEMENT, LLC

1203 East 33rd Street
Suite 100
Tulsa, Oklahoma 74105
Tel: (918) 956-0500

About SCISSORTAIL WEALTH MANAGEMENT, LLC

SCISSORTAIL WEALTH MANAGEMENT, LLC, formally registered with the SEC as SCISSORTAIL WEALTH MANAGEMENT, LLC. The firm was established in 10/05/2018. They have over 2 offices throughout the country.

SCISSORTAIL WEALTH MANAGEMENT, LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $488,486,732 assets under management, offering retirement planning & investment advisory services to 2100 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297761
SEC#	801-114094
Assets Managed by Firm	$488,486,732
No. of Clients	2100
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2100	$488,486,732
Individuals (other than high net worth individuals)	358	$128,214,910
High net worth individuals	119	$359,540,803
Charitable organizations	Fewer than 5 clients	$686,163
Corporations or other businesses	Fewer than 5 clients	$44,856

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.