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Best Financial Advisors in Norman

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Norman, OK
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Norman, OK

Why choose this provider?

Need help contacting a Financial Advisor in Norman? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
3311 West Rock Creek Road, Norman, OK 73072
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Partners In Planning is a team of financial advisors serving Norman and the nearby metros. This company offers services like cash flow budgeting and estate planning. Its team also provides insurance planning services for health, disability, and long-term care. Shayne Lester, the CEO of Partners In Planning, started his career in the financial industry in 1997. He then became a Certified Financial Planner in 2005. Lester is a member of the Norman Chamber of Commerce.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
825 Wall Street, Norman, OK 73069
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Sigmon Wealth Management provides financial advisory to the residents of Norman and nearby areas. It has financial specialists who help clients with wealth accumulation and preservation plans. The company delivers risk management, tax, business, and estate planning options. It provides customized trust services and has partnered with The Private Trust Company, N.A., an affiliate of LPL Financial, to help clients meet their needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
435 Northwest 23rd Street, Oklahoma City, OK 73103
  • Retirement Planning

Why choose this provider?

Vault Wealth is a financial advisor that serves the Norman area and its surroundings. It offers integrated financial planning and investment management to its clients and uses a process known as the Vault Wealth System. This system focuses on coordinating the key areas of cash management, wealth planning, risk management, and legacy planning to create a comprehensive financial plan. Its clients include families, entrepreneurs, professionals, and retirees. Vault Wealth’s financial advisors, including its founder Luke Milholland, are Certified Financial Planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why does holistic financial planning matter for a client in Norman?

    Holistic financial planning helps a client in Norman achieve their goals by optimizing their financial plans and how each component works together. It is a comprehensive picture of the client's financial situation and corresponding action plan. It takes into account more than just investments, includes a comprehensive tax strategy, and considers the client's full needs before suggesting annuities or insurance. A holistic plan can include matters such as budgeting, estate planning, tax reduction, and retirement saving.

  • How is a NAPFA-registered financial advisor in Norman better than those non-designated?

    A NAPFA-registered financial advisor in Norman has met rigorous educational and credentialing requirements compared to those with no designation from NAPFA. These advisors also have to comply with the industry's stringent continuing education standards, as well as external professional reviews. Before they can be registered, they need to create and submit a financial plan for peer review. They also typically offer holistic financial planning services compared to CPAs and tax professionals.

  • When is a robo-advisor beneficial to a person seeking to hire a financial advisor in Norman?

    Robo-advisors are online platforms that deploy algorithms and use data to provide investment advice. These are generally suitable for individuals with inadequate investing experience, small amounts of money, and not looking for comprehensive planning. They cost less than a human professional advisor does but do not provide personalized strategies. There are, however, financial advice providers that combine technology and human services in Norman.

  • Is there a difference between fee-based and fee-only financial advisors in Norman?

    How they receive compensation is the primary difference between fee-based and fee-only financial advisors in Norman. Fee-based advisors obtain their compensation from what their clients pay and commissions they can earn when the client purchases certain products. A fee-only advisor can only get compensation from the amount they charge the client. They are most of the time considered independent professionals that do not promote a particular product.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.