Advisor at Stillwater Financial
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
Stillwater Financial
Location
Stillwater, OK 74074
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Project-Based Financial Planning fees range from $500 to $5,000, based on complexity and scope; Retirement Plan Management fee is 0.50% annually of plan assets
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Account minimum: $100,000 (may be waived at firm's discretion) Minimum fee: Minimum annual fee of $1,000 for Investment Management Services
Stillwater Financial Services
2022 - Present (4 years)
Bivin & Associates, Inc.
2021 - 2022 (1 year)
Aquire Wealth Advisors, LLC dba Dentist Advisors
2018 - 2021 (3 years)
Ward Wealth Management Services
2017 - 2018 (1 year)
Farmers Financial Solutions
2016 - 2017 (1 year)
Farmers Insurance
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Stillwater, OK
Edward Jones
Series 66
Stillwater, OK
Edward Jones
CFP®, Series 63, Series 66
Stillwater, OK
Edward Jones
ChFC®, Series 63, Series 65
Stillwater, OK
TFB Advisors, LLC
ChFC®, Series 63, Series 65
Perkins, OK
Hornor, Townsend & kent, LLC
Series 63, Series 65
Stillwater, OK
Transamerica Financial Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")