Skylar Anderson
Skylar Anderson is a CFP-designated registered investment advisor at Flatlands Wealth LLC, based in Oklahoma City, OK, with 3 years of industry experience. Skylar 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 5 clients with $2.5M 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 $4.0M | 1.00% |
| $4M+ | 0.50% |
The annual fee is negotiable based upon certain criteria. Altruist LLC charges an additional annual fee which ranges between 0.00% and 1.00%.
Fee Estimator
Location
3030 NW Expressway, Suite 300, Oklahoma City, OK, 73112
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 →Other Business ActivitiesSells Insurance
Skylar is an Associate Advisor at Cornerstone Retirement Solutions, providing retirement planning and selling/servicing insurance products, including accident & health or sickness, and life insurance.
Employment History
Current Registrations
Flatlands Wealth LLC
Previous Registrations
Foundations Investment Advisors LLC
Aegis Wealth Management, INC.
State Registrations2 states
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.