Also known as sageoak financial
SageOak Financial is a fiduciary financial advisory firm in Tulsa, Oklahoma, founded in 2013. It reports about $175 million in assets under management. The firm offers financial planning on a one-time or ongoing flat fee, investment management starting as low as 0.75 percent of account value, wealth management at 0.75 percent or less of total net worth, and institutional advisory services for retirement plans, including plan design and vendor evaluation. Its advice is rooted in biblical principles combined with financial research, and it uses low-cost, tax-efficient investments.
Public regulatory records matched to SageOak Financial from SEC and IRS filings.
Public filings matched to SageOak Financial across SEC, IRS, DOL and international registers — newest first.
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SageOak Financial is a wealth manager based in Tulsa, United States, managing approximately $175M in assets.
SageOak Financial is headquartered in Tulsa, United States.
SageOak Financial manages approximately $175M in assets under management.
SageOak Financial was founded in 2013.
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