Todd Welsh
Todd Welsh is a CFP-designated registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 546 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scissortail Wealth Management's portfolio management fees are individually negotiated with each client, up to 2% annually of the market value of the assets in the account. Fees are generally payable quarterly, in advance, based on the average daily balance of the account. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Location
1203 East 33rd Street, Suite 100, Tulsa, OK, 74105
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Regulatory History (1)
Customer Dispute
October 2024Other 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
Level Four Financial, LLCBroker
Previous Registrations
Scissortail Wealth Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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.