Advisor at Access Advisory Group LLC
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Firm
Access Advisory Group LLC
Location
Oklahoma City, OK 73116
Credentials
CFP®, Series 63
Industry experience
39 years
James Oplotnik is the founder and president of Access Advisory Group LLC, where he has worked since 2008. He holds the CFP® designation and has 39 years of industry experience, including prior roles at Access Investments, Inc. and Mutual Benefit Life. In addition to his advisory work, he is a licensed insurance agent specializing in life and health insurance. Access Advisory Group LLC provides personalized investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes an Investment Policy Statement and employs fundamental, technical, and cyclical analysis to construct globally diversified portfolios, generally managing assets on a non-discretionary basis.
Based on Access Advisory Group LLC
Based on Access Advisory Group LLC
Fixed fees for financial plans ranging from $500 to $7,500, negotiable
$0 - $100,000: 2% $100,001 - $500,000: 1.5% $500,001 - $2,000,000: 1% $2,000,001 - $5,000,000: 0.75% $5,000,001+: TBD
Advisor and principal receive commissions for sales of investment products; disclosed conflicts of interest
Financial planning hourly fees between $100 and $250 per hour, negotiable
Fee-only: Fixed fees for financial plans: $500 to $7,500 (negotiable); hourly fees: $100 to $250 per hour (negotiable)
6440 Avondale Dr., Suite 210
Oklahoma City, OK 73116
Oklahoma · Texas
Access Advisory Group LLC
2008 - Present (18 years)
Access Investments, Inc.
1997 - Present (29 years)
Mutual Benefit Life
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
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