Styled Wealth is a registered investment advisor operating as a registered firm that provides comprehensive financial planning and investment management services to individuals and high-net-worth clients. Founded in 2023 and principally located in Jenks, Oklahoma, the firm focuses on a passive, long-term buy-and-hold investment strategy utilizing Modern Portfolio Theory. Styled Wealth offers comprehensive financial planning covering areas such as business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning analysis, financial goals, financial independence analysis, insurance and risk management, investment analysis, retirement planning, and tax planning strategies. For clients engaging in comprehensive financial planning, investment management services are included at no additional cost. Additionally, Styled Wealth offers project-based financial planning for clients seeking help with specific financial topics. The firm operates as a fee-only practice, meaning compensation is derived solely from client fees rather than commissions or product sales.
Fee Structure
Styled Wealth includes investment management at no additional cost when you sign up for ongoing comprehensive financial planning. The ongoing planning and management fee is determined at the beginning of the relationship based on your net worth, income, and financial complexity, typically ranging from $6,000 to $30,000 per year, paid quarterly in advance. There is also an initial upfront fee ranging from $1,500 to $4,000.
