Rodney Yancy is a registered investment advisor at Oath Planning, LLC, based in Tulsa, OK, with 7 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 502 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oath Planning's investment management fees are based on the amount of your portfolio and the service level you choose (Silver, Gold, or Platinum). The annual fee is a percentage of your portfolio. All fees are negotiable, and family accounts may be combined for fee assessment. Investment management clients receive financial planning services at no additional cost.
Here's a breakdown of the annual fees:
- Less than $500,000
- Silver: 0.98%
- Gold: 1.18%
- Platinum: 1.48%
- $500,000 to $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 1.18%
- More than $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 0.98%
Location
1214 East 33rd Street, Tulsa, OK, 74105
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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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Rodney is an attorney and president at Oath Law, devoting about 10-20% of his time. He also owns/manages RTY Investments LLC, is an operation manager at Brandes and Yancy PLLC, a manager at Acta Non Verba, LLC, and a silent partner at St. Vitus LLC, dedicating minimal time to each.
Employment History
Current Registrations
Oath Planning, LLC
State Registrations5 states
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