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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Durant
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Durant,
Oklahoma
have an average of
15
years of experience.
NOTE: The list of vetted financial
advisors in
Durant,
Oklahoma
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Durant, Oklahoma.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Courtney Leffall
CFP® LX PARKER WEALTH MANAGEMENT 300 East Davis Street, Suite 112, McKinney, TX 75069 |
15 Years | Not Specified | $0 | Fee-Based |
| Not Disclosed | $192,000,000,000 | $500,000 | Fee-Only |
Qualifications
CRD# 5211412
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
300 East Davis Street,
Suite 112,
McKinney,
TX
75069
Phone Number
972-363-4626
Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO. As a CFP® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times. I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar. On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.' I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-). If you made it this far you should go ahead and schedule a complimentary consultation.
In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management. We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.
Advisory Services Provided:
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, Insurance Products & Annuities
Qualifications
Firm CRD# 107342
Compensation/Fee Fee-Only, Based on Assets
Office Location
6500 International Parkway,
Plano,
TX
75093
Phone Number
800-587-5512
Fisher Investments is an independent, fee-only investment adviser. As of 3/31/2023, Fisher Investments manages over $192 billion in assets globally for private investors, institutional investors, and US small to mid-sized business retirement plans. For more information on Fisher Investments, please visit www.fisherinvestments.com.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 14 | 1677 | $226,716,944 | A Percentage of AUM, Fixed Fees
|
To find a verified financial advisor in Oklahoma, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your financial needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using the FINRA BrokerCheck tool.
Financial advisors in Oklahoma offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. An advisor's specific services may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
By working with an advisor in Oklahoma who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives, devising a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of Oklahoma can support you, learn more about the different types of financial advisors and their areas of expertise.
Oklahoma-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment in accordance with future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read on about the ten retirement investment strategies you need to know.
How often you should meet with your financial advisor in Oklahoma may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
A vetted financial advisor in our directory for the state of Oklahoma can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
The cost of hiring a financial advisor in Oklahoma varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors may charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Yes, a financial advisor in Oklahoma can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Oklahoma.
Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Oklahoma can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor.
Yes, a financial advisor in Oklahoma can provide guidance on local tax strategies and exemptions unique to the state. Oklahoma has its state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor in Oklahoma can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read about how a financial advisor can help you manage your finances.
Financial advisors in Oklahoma often recommend several strategies for retirement planning to ensure a secure future. These strategies may include:
- Diversified Investments: Advisors suggest diversifying your investment portfolio to manage risk and maximize returns.
- Regular Contributions: Consistently contribute to retirement accounts, such as 401(k)s or IRAs, to build a substantial retirement nest egg.
- Tax-Efficient Withdrawals: Plan for tax-efficient withdrawals during retirement by understanding the tax implications of different retirement accounts.
- Asset Allocation: Advisors help determine the right mix of assets based on your risk tolerance and retirement goals.
- Long-Term Care Planning: They may recommend long-term care insurance or strategies to address potential health care costs in retirement.
- Social Security Optimization: Advisors can assist in optimizing your Social Security benefits for maximum lifetime income.
To ensure you are making an informed decision to secure your future in retirement, explore the ten retirement investment strategies you need to know.
A financial advisor in Oklahoma can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
Yes, there are financial advisors in Oklahoma who specialize in working with specific industries or professions. Whether you're a medical professional, business owner, athlete, or in other specialized fields, you may benefit from the assistance of a financial advisor. These financial professionals can offer tailored guidance due to their deep understanding of industry-specific financial challenges and opportunities. When searching for a financial advisor with experience in a specific industry or profession, it's essential to research their background, qualifications, and expertise to ensure they have the necessary knowledge to address your financial goals and challenges effectively. To further explore how financial advisors listed on our directory for the state of Oklahoma can support you, learn more about the different types of financial advisors and their areas of expertise.
Yes, a financial advisor in Oklahoma can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about charitable planning strategies.
Yes, there are financial advisors in Oklahoma who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if you started late.
