Stillwater Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,346,473
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
29
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$805,051
Client services
Financial planning
Portfolio management
Fee options
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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Stillwater Financial
1431 South Western Road
Stillwater OK 74074, United States
Number of offices
1
Forms ADV
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