Styled Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$624,252
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$23,120
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Project-Based Financial Planning Services fixed fees range from $3,000 to $6,000 depending on individual or couple
$300 per hour billed in 30-minute increments for Project-Based Financial Planning Services
Fee-only: Comprehensive Financial Planning Services: upfront fee $1,500 to $4,000 plus annual fee $6,000 to $30,000 paid quarterly in advance; Project-Based Financial Planning Services: fixed fees $3,000 to $4,500 for individuals, $4,500 to $6,000 for couples, or hourly fee $300 per hour billed in 30-minute increments; Educational Seminars and Speaking Engagements: $1,000 to $10,000 per event
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
Styled Wealth
Jenks OK, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(918) 714-1234
Advisors at this firm
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")