Richard Howard
Richard Howard is a registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 26 years of industry experience. Richard 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
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Richard is involved in several business activities, including oil & gas mineral rights management, urban youth outreach, holding company management, real estate investments, and operating a wealth management firm (Scissortail Wealth). He dedicates minimal time to Scissortail Holdings, LLC, a real estate entity that owns the building where Scissortail Wealth operates.
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
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