Alec Spring
Advisor at Oath Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Oath Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74105
Credentials
Series 63, Series 65
Industry experience
5 years
Alec Spring is a financial advisor at Oath Planning, LLC in Tulsa, OK, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and Axa Advisors, among other firms. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm’s investment approach emphasizes modern portfolio theory, buy-and-hold strategies, and asset allocation, typically using passively managed mutual funds and fixed-income securities, and is distinguished by its affiliation with an in-house law practice for estate-planning services.
Based on Oath Planning, LLC
Based on Oath Planning, LLC
Less than $500,000 - $500,000: SILVER: 0.98% Less than $500,000 - $500,000: GOLD: 1.18% Less than $500,000 - $500,000: PLATINUM: 1.48% $500,000 - $1,000,000: SILVER: 0.98% $500,000 - $1,000,000: GOLD: 0.98% $500,000 - $1,000,000: PLATINUM: 1.18% More than $1,000,000+: SILVER: 0.98% More than $1,000,000+: GOLD: 0.98% More than $1,000,000+: PLATINUM: 0.98%
$300 to $1,000 per hour, minimum 2.5 hours per quarter for additional financial services
Account minimum: $300,000 Fee-only: Hourly rates from $300 to $1,000 per hour, minimum 2.5 hours per quarter
1214 East 33 Rd Street
Tulsa, OK 74105
Arkansas · Colorado · Oklahoma · Tennessee · Texas
Oath Planning, LLC
2021 - Present (5 years)
Equitable Advisors
2020 - 2021 (1 year)
Axa Advisors, Llc
2020 - 2020 (1 year)
Unemployed
2020 - 2020 (1 year)
ACG Materials
2017 - 2019 (2 years)
TAG The Alarm Group
2016 - 2017 (1 year)
Gold's Gym
2015 - 2016 (1 year)
University of Oklahoma
2013 - 2017 (4 years)
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