Advisor at Integra Private Wealth Management, 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.
Firm
Integra Private Wealth Management, LLC
Location
Tulsa, OK 74103
Credentials
Series 66
Industry experience
19 years
Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.
Based on Integra Private Wealth Management, LLC
Based on Integra Private Wealth Management, LLC
Based on Integra Private Wealth Management, LLC
Financial Planning Services fixed fees typically range from $2,500 - $10,000
$0+: 1.25% annually (Investment Management Services) $0 - $1,000,000: 0.90% annually (Total Retirement Plan Fee) $1,000,001 - $5,000,000: 0.60% annually (Total Retirement Plan Fee) $5,000,001 - $10,000,000: 0.33% annually (Total Retirement Plan Fee) $10,000,001+: 0.20% annually (Total Retirement Plan Fee)
$250-$500 per hour for Financial Planning Services
Account minimum: $500,000 Fee-only: Financial Planning Services: $250-$500 per hour or fixed fees ranging from $2,500 - $10,000
321 S Boston Ave, Suite 300
Tulsa, OK 74103
Florida · Georgia · Oklahoma · Texas
Integra Private Wealth Management, LLC
2022 - Present (4 years)
Sowell Management Services
2019 - 2024 (5 years)
Arvest Private Bank
2010 - 2019 (9 years)
Arvest Wealth management
2002 - 2019 (17 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 66
Catoosa, OK
Midwest Financial Management, LLC
CFP®
Jenks, OK
Styled Wealth
Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.
Series 66
Tulsa, OK
Future U Financial Inc.
CFP®, CFA®, Series 65
Tulsa, OK
Gibbens Capital Management
CFP®, Series 65
Broken Arrow, OK
Aspen Wealth Planners LLC
Series 63, Series 65
Tulsa, OK
Fg Wealth Management
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