Areas of Practice
Business OwnersCharitable GivingEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementMedical ProfessionalsRetirement PlanningTax Planning
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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Contact
TG
Tyler Gray
Location
6964 S. 69th East Ave., Tulsa, OK, 74133-1738
Get directionsHistory
Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Sageoak Financial, LLC
March 2013 - Present · 13 yrs
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.
Additional Information
I grew up in a small town in northeastern Indiana and attended college in Indianapolis.