Advisor at Thurston Springer Advisors
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Firm
Thurston Springer Advisors
Location
Oklahoma City, OK 73116
Credentials
CFP®, Series 66
Industry experience
20 years
Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.
Based on Thurston Springer Advisors
Based on Thurston Springer Advisors
One-time fixed fees for limited-scope ERISA engagements ($1,500-$10,000) and flat annual fees ($5,000-$25,000) for fiduciary services
$0 - $1,000,000: 0.10% to 1.00% $1,000,000 - $5,000,000: 0.10% to 0.70% $5,000,000 - $10,000,000: 0.10% to 0.50% $10,000,000 - $25,000,000: 0.01% to 0.25%
Advisors may receive commissions for insurance product sales through affiliated broker-dealer
Hourly consulting fees may be charged for additional services; amounts not specifically stated
Account minimum: $25,000 Minimum fee: Minimum dollar fees range from $500 to $5,000 depending on asset level Fee-only: One-time fees from $1,500 to $10,000; flat annual fees from $5,000 to $25,000; asset-based fees 0.10% to 0.50% for ERISA fiduciary services
3401 Nw 63rd Street, Suite 600
Oklahoma City, OK 73116
Oklahoma · Texas
Thurston Springer
2024 - Present (2 years)
T. S. Phillips Investments, Inc.
2005 - 2024 (19 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.
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.
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.
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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