Tracy Stagner is a registered investment advisor at Stagner Financial Advisory, based in Edmond, OK, with 8 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 183 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.85% |
| $50K - $500K | 1.85% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.10% |
Lower negotiated rates may be available for passively managed accounts containing primarily bonds, CDs, and treasury notes.
Fee Estimator
Location
2600 E. Memorial Road, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tracy is a Certified Public Accountant at Stagner Accounting Services, PLLC, dedicating about half of her time to this practice. She also holds membership in Stagner Holdings, LLC and TREEK, LLC, both related to personal real estate holdings.
Employment History
Current Registrations
Stagner Financial Advisory
State Registrations1 state
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
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