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CFP

Todd Welsh

Scissortail Wealth Management, LLC
27 Years of Experience
Tulsa, OK
1 DisclosureBroker
View SEC Summary
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Todd Welsh is a CFP-designated registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 27 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 485 clients with $570M in assets under management.

Scissortail Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
485 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$568.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1203 East 33rd Street, Suite 100, Tulsa, OK, 74105

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History

Regulatory History (1)
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Customer Dispute
October 2024
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd is involved in numerous LLCs and partnerships, primarily holding private investments in commercial real estate, cryptocurrency mining, and other ventures. He dedicates nearly full-time hours to Scissortail Wealth Management, LLC, and minimal time to the other ventures and his role as a board member for Street School.

Employment History
Current Registrations
Scissortail Wealth Management, LLC
January 2023 - Present · 3 yrs 10 mos
Level Four Financial, LLCBroker
November 2018 - Present · 8 yrs
Previous Registrations
Scissortail Wealth Management, LLC
November 2018 - December 2022 · 4 yrs 1 mo
UBS Financial Services INC.
January 2009 - November 2018 · 9 yrs 10 mos
UBS Financial Services INC.Broker
January 2009 - November 2018 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1999 - January 2009 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - January 2009 · 9 yrs 7 mos
State Registrations8 states
ALCADEGAKSNCOKTX
AdvisorBrokerBoth

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.
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