A
Access Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,218,000
Total clients
348
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
348
Average account size
$109,822
About
Access Advisory Group LLC provides personalized investment management and ongoing financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm also offers pension consulting services, 401(k) education/enrollment support, and can direct clients to third‑party money managers when appropriate.
The firm conducts portfolio management on a non‑discretionary basis and documents client objectives and risk tolerances in individualized Investment Policy Statements, seeking client approval before executing trades. Investment advice is focused on traditional instruments (mutual funds, equities, bonds, ETFs, fixed income), selected alternative vehicles and third‑party managers, and draws on fundamental and technical analysis while not pursuing frequent trading.
Noteworthy features disclosed in the brochure include an affiliation with a broker‑dealer and the firm principal’s broker‑dealer and insurance activities, which create potential conflicts when commissionable products or fee‑sharing arrangements with third‑party managers are recommended. The firm reports approximately $38.2 million in primarily non‑discretionary assets under management for roughly 343 clients and emphasizes institutional work with pension and plan clients—an atypical service mix for firms of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Wealth management
Fee options
Fixed fees for financial plans ranging from $500 to $7,500, negotiable
$0 - $100,000: 2% $100,001 - $500,000: 1.5% $500,001 - $2,000,000: 1% $2,000,001 - $5,000,000: 0.75% $5,000,001+: TBD
Advisor and principal receive commissions for sales of investment products; disclosed conflicts of interest
Financial planning hourly fees between $100 and $250 per hour, negotiable
Fee-only: Fixed fees for financial plans: $500 to $7,500 (negotiable); hourly fees: $100 to $250 per hour (negotiable)
Main office location
Access Advisory Group LLC
6440 Avondale Dr., Suite 210
Oklahoma City OK 73116, United States
Number of offices
1
Most active in
Access Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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