Daniel Beutel is a CFP-designated registered investment advisor at Council Oak Wealth Advisors, based in Tulsa, OK, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 328 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Council Oak Wealth Advisors' annual fee for portfolio management and wealth management services ranges from 0.50% to 2.00% of your portfolio's value. The fee depends on the complexity of services, the value of assets managed, and the level of administration requested. Fees are billed quarterly in advance. The advisory fee is negotiable.
Location
8801 S. Yale Avenue, Suite 420, Tulsa, OK, 74137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Council Oak Wealth Advisors
State Registrations2 states
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