Scissortail Wealth Management, LLC

Scissortail Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, and financial consulting to individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations. The firm documents client Financial Profiles and Investment Plans and manages approximately $568 million in client assets across roughly 475 client relationships.

The firm implements customized Investment Plans using model portfolios that span conservative to aggressive risk profiles and trades across a broad set of instruments, including equities, fixed income, mutual funds, ETFs, options, margin, REITs, private funds and other alternatives. Wrap fee accounts are offered and are typically managed on a more active, discretionary basis; clients may also receive standard custodian statements and periodic account reviews.

Compared with many peer teams, Scissortail discloses the use of client testimonials and the advertising of third‑party ratings, and it acts as sponsor and portfolio manager of a wrap fee program — features that are statistically uncommon for similar firms. The brochure also discloses that advisory personnel are registered representatives of a broker‑dealer and licensed insurance agents and that the firm refers clients to an unaffiliated venture capital fund (from which the firm may receive a portion of advisory or carried interest), conflicts the firm says it monitors through supervision and suitability reviews.