Advisor at D.M. Wealth Management, Inc.
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.
Firm
D.M. Wealth Management, Inc.
Location
Norman, OK 73069
Credentials
Series 65
Industry experience
< 1 year
Emilee Tarver is a financial advisor at D.M. Wealth Management, Inc. in Norman, OK, holding a Series 65 credential with one year of industry experience. Prior to joining D.M. Wealth Management, she worked at several firms including White Hawk Engineering and Design and First American. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and charitable organizations, managing approximately $49.9 million across three advisors. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and conducting educational seminars and workshops for public and professional audiences.
Based on D.M. Wealth Management, Inc.
Based on D.M. Wealth Management, Inc.
Fixed fees between $200 and $300 for specific financial planning services (e.g., Portfolio Analysis, Retirement Cash Flow Needs Analysis, Monthly Cash Flow Analysis)
$0+: 1.25% (standard management fee, subject to negotiation; can be lower) $0+: Up to 2.00% (maximum fee for complicating circumstances, subject to negotiation)
$100 to $150 per hour for financial planning and consulting services
Fee-only: Hourly financial planning and consulting fees ranging from $100 to $150 per hour; fixed fees from $200 to $300 for specific planning services
309 East Main Street
Norman, OK 73069
Oklahoma
D.M. Wealth Management, Inc.
2025 - Present (1 year)
White Hawk Engineering and Design
2022 - Present (4 years)
First American
2021 - 2022 (1 year)
Amba
2021 - 2021 (1 year)
Equitable advisors
2020 - 2021 (1 year)
Hal C Smith & Associates
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 65
Moore, OK
Uisonet
Series 63, Series 65
Norman, OK
TRAC Wealth Management, Inc
Series 63, Series 65
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Pismo Pacific Financial Services, LLC
Series 63, Series 66
Moore, OK
Lodestar Asset Management LLC
Series 63, Series 65
Norman, OK
Cowan Financial Services, LLC
Series 63, Series 65
Oklahoma City, OK
A-Team Financial Investments
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