Jonathan Pixley is a registered investment advisor at Realm Financial Planning, based in Tulsa, OK, with 4 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Realm Financial Planning offers investment management to clients who also use their ongoing financial planning services. The annual fee for managing your investments is a flat fee, ranging from 0.15% to 0.40% of the value of your portfolio. This fee is paid quarterly.
Location
5401 S Harvard Ave, Tulsa, OK, 74135
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Realm Financial Planning
Previous Registrations
Forge Financial
LPL Financial LLCBroker
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.