Bradford White
Advisor at Sowell Management
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 Sowell Management
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.
Bradford White is a financial advisor at 10Elms LLP with 10 years of industry experience and a Series 66 designation. He has worked at several firms, including Sageview Advisory Group, Capital One Investing, and United Income, Inc. Outside of his advisory roles, he is a managing member of TREI, LLC, a real estate rental business. 10Elms serves individuals, pension and profit-sharing plans, and charitable organizations by providing wealth management and comprehensive financial planning. The firm employs a fee-only, discretionary portfolio management approach that combines strategic asset allocation with tactical adjustments based on academic research, primarily using low-cost ETFs.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000; subscription fees generally $50 to $200 per month for self-directed planning tools
Commissions may be earned by certain registered representatives for securities and insurance products; commissions may exceed advisory fees
Hourly fees for consulting from $150 to $500, depending on complexity and professional
Subscription self-directed financial planning tools generally $50 to $200 per month
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Fixed fees up to $10,000 for financial planning; hourly fees $150 to $500 for consulting
Tulsa, OK
Oklahoma
10Elms LLP
2025 - Present (1 year)
Willow Oak Wealth
2023 - Present (3 years)
Sowell Management
2023 - Present (3 years)
Sageview Advisory Group, LLC
2022 - 2023 (1 year)
Capital One Investing
2019 - 2022 (3 years)
United Income, Inc.
2018 - 2019 (1 year)
Red Bell Real Estate
2017 - 2022 (5 years)
KHP Capital LLC
2015 - 2018 (3 years)
First Allied Advisory Services, Inc
2015 - 2019 (4 years)
Hamilton Financial Partners
2015 - 2019 (4 years)
First Allied Securities, LLC
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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