Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
260 clients
Average Client Portfolio
$554K average
Assets Under Management
$143.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6964 S. 69th East Ave., Tulsa, OK, 74133-1738
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2021Withdrawn
Other Business Activities
Stan owns and manages several rental properties through different LLCs, including office buildings, residential properties, and a short-term vacation rental. He dedicates minimal time to these activities.
Employment History
Current Registrations
Sageoak Financial, LLC
October 2021 - Present · 4 yrs 5 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
October 2018 - October 2021 · 3 yrs
Broker Dealer Financial Services CORP.Broker
July 2017 - October 2018 · 1 yr 3 mos
Lexaurum Advisors
June 2017 - October 2021 · 4 yrs 4 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Vsr Financial Services, INC.Broker
September 2016 - November 2016 · 2 mos
Summit Financial Group INC
September 2016 - July 2017 · 10 mos
Summit Brokerage Services, INC.Broker
September 2016 - July 2017 · 10 mos
Vsr Financial Services, INC.Broker
August 2010 - September 2016 · 6 yrs 1 mo
Vsr Advisory Services
August 2010 - September 2016 · 6 yrs 1 mo
Next Financial Group, INC.
December 2006 - September 2010 · 3 yrs 9 mos
Next Financial Group, INC.Broker
December 2006 - September 2010 · 3 yrs 9 mos
Raymond James Financial Services
August 2005 - December 2006 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
January 2000 - December 2006 · 6 yrs 11 mos
Edward JonesBroker
May 1993 - January 2000 · 6 yrs 8 mos
State Registrations2 states
OKTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.