Gary Stanislawski
Advisor at Drawbridge Capital
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 Drawbridge Capital
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 74136
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Gary Stanislawski is a CFP® with over 31 years of experience in the financial services industry. He has been with Drawbridge Capital (formerly Regent Financial Services) since 2004 and is also affiliated with LPL Financial. Outside of his advisory work, he teaches community education classes on Social Security, Medicare, and retirement planning. Drawbridge Capital serves individuals, retirement plans, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm operates as a team of seven advisors, offering discretionary and non-discretionary portfolio management alongside written planning engagements, primarily through LPL-sponsored platforms and third-party manager programs.
Based on Drawbridge Capital
Based on Drawbridge Capital
Based on Drawbridge Capital
Financial planning fees may be flat fees based on estimated hours, ranging $250 to $10,000 or more; Retirement Plan Consulting fees generally flat fee $2,000 to $5,000 annually
$10,000 - $49,999: 2.00% $50,000 - $99,999: 1.80% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000+: 0.70%
Commissions charged by LPL Financial for securities transactions; rates vary; also 12b-1 fees may apply
Generally $250 per hour for consulting services
Account minimum: $10,000 Fee-only: Financial planning fees generally flat fee based on estimated hours, or hourly at $250/hour; fixed fees range from $250 to $10,000, may exceed $10,000 in complex cases
7134 S.Yale Ave, Ste 700
Tulsa, OK 74136
Arkansas · Colorado · Florida · Louisiana · Oklahoma · Texas
Drawbridge Capital, LLC(Formerly:REGENT FINANCIAL SERVICES INC)
2004 - Present (22 years)
LPL FInancial, LLC
2002 - Present (24 years)
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