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OKLAHOMA SENIOR PLANNING SOLUTIONS, LLC

Advisory

TULSA, OK

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$116K
across 256 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
125
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

SWEENEY ASSET MANAGEMENT, LLC
OKLAHOMA CITY, OK
$29M
PENTECOST CAPITAL MANAGEMENT INC
TULSA, OK
$31M
+1.9% 1Y
ARCHON ADVISORY CORP
TULSA, OK
$32M
0.0% 1Y
COMBEST FINANCIAL SERVICES, INC.
DUNCAN, OK
$28M
COMBEST FINANCIAL SERVICES, INC.
DUNCAN, OK
$28M
-27.1% 1Y
WEALTH ADVISORS, L.L.C.
BROKEN ARROW, OK
$27M
+0.9% 1Y

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