C
CONE Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,700,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
124
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
124
Average account size
$239,516
About
Cone Wealth Management is a solo, owner‑managed advisory firm that provides discretionary and non‑discretionary portfolio management, fixed‑fee financial planning, and consulting to individuals and plan sponsors. The firm generally works with clients at or above its $100,000 account minimum and also offers ERISA plan services to qualified retirement plans as a limited‑scope 3(21) fiduciary.
The firm’s investment process emphasizes asset allocation and security analysis (fundamental, technical, and cyclical) and may employ sub‑advisors to manage all or portions of client portfolios while retaining overall oversight. Cone Wealth Management documents client objectives, delivers financial plans (typically within 90 days), and performs quarterly account reviews to monitor suitability, rebalancing, and tax‑loss harvesting opportunities.
A distinctive feature of the firm is that the principal also operates as a licensed insurance agent and spends roughly 30% of his time on that activity, a relationship the brochure discloses as a potential conflict of interest. The firm’s explicit pension consulting services — including IPS development, selection and monitoring of plan investment options, and exclusion of certain non‑public or employer securities from plan coverage — further mark an uncommon dual focus on both individual wealth management and institutional retirement‑plan advisory.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Options & derivatives strategies
Fee options
Financial planning fixed fees range from $1,000 to $10,000; ERISA plan setup flat fee ranges from $500 to $1,500.
$0 - $500,000: 1.29% annually $500,000.01 - $1,000,000: 1.14% annually $1,000,000.01 - $2,500,000: 0.99% annually $2,500,000.01 - $5,000,000: 0.84% annually $5,000,000.01 - $10,000,000: 0.79% annually $10,000,000.01 - $25,000,000: 0.64% annually $25,000,000.01 - $50,000,000: 0.49% annually $50,000,000.01 - $100,000,000: 0.29% annually $100,000,000.01+: 0.24% annually
Investment Advisor Representatives receive commissions as licensed insurance agents for sales of insurance products; this is separate from advisory fees.
Account minimum: $100,000
Main office location
CONE Wealth Management
7914 E 106 Th Street, Suite 207
Tulsa OK 74133, United States
Number of offices
1
Most active in
CONE Wealth Management 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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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