Advisor at Family Faith & Finance Asset Management
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
Family Faith & Finance Asset Management
Location
Bartlesville, OK
Credentials
Series 63, Series 65
Industry experience
26 years
Flat fees for financial planning and consulting generally range from $3,500 to $10,000
2.5% annually
Hourly fee for financial planning and consulting is $200
Account minimum: $500,000 Minimum fee: Minimum fee of $3,500 for written financial plans Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly fee $200, flat fees range from $3,500 to $10,000
Family Faith and Finance Asset Management
2025 - Present (1 year)
Family Faith and Finance Asset Management
2018 - 2025 (7 years)
Family Faith and Finance Asset Management
2017 - 2018 (1 year)
DFC Wealth Management, LLC
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 66
Bartlesville, OK
Edward Jones
Series 65
Bartlesville, OK
Servant Wealth Management, LLC
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