Soard Financial Management, LLC

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Client assets under management

$74,425,250

Clients

250

5% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

125

Very High

Average account size

$297,701

About

Soard Financial Management, LLC provides discretionary and non‑discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates and high‑net‑worth clients, managing roughly $74.4 million for about 250 client relationships. The firm also supports administrative services (ACH, check‑writing, RMD servicing) and may combine household reporting with accounts managed by third‑party money managers.

Investment programs are implemented largely through third‑party managers and model portfolios, with the firm selecting suitable models and monitoring accounts on a quarterly review cycle; clients may grant the firm discretionary trading authority or retain transaction approval. Financial planning is offered at no additional charge, and the firm documents client goals, reviews accounts regularly, and discloses standard investment risks and compliance procedures such as a written Code of Ethics and quarterly supervision of personal trading.

Noteworthy distinctions include a regular program of educational seminars and workshops offered free to the public, an uncommon service among peers that is explicitly described as educational and non‑advisory. The firm’s owner maintains an active insurance practice and the brochure discloses fee‑sharing, referral and minority‑ownership relationships with a co‑advisor (Gradient Investments) and related Meraki entities, arrangements identified as potential conflicts of interest and mitigated through disclosures and the firm’s fiduciary procedures.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Social Security optimization Wealth management

Fee options

Percentage

All Values+: 1.50% annually for asset management by Soard Financial Management, LLC All Assets+: 1.50% annually total fee for Strategic, Tactical, Allocation & Defined Outcome portfolios (GI 0.50% + SFM 1.00%) All Assets+: 1.00% annually total fee for Preservation Portfolios (GI 0.40% + SFM 0.60%) All Assets+: 1.50% annually total fee for Private Wealth Portfolios (GI 1.00% + SFM 0.50%) All Assets+: $300 flat annual fee for Client Directed Accounts (GI $300 + SFM $0)

Other

Minimum fee: Client Directed Accounts: $300 annual fee, minimum quarterly fee $25 Fee-only: Financial planning services offered at no additional cost

Main office location

Soard Financial Management, LLC

1907 W 33 Rd Street, Suite 120

Edmond OK 73013, United States

Number of offices

Most active in

Oklahoma · Texas

Disclosures

Business activities & affiliations

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 405-509-6068

Advisors at this firm

Donald S

Series 63, Series 65

Edmond, OK

Soard Financial Management, LLC

Donald Soard is a financial advisor with Soard Financial Management, LLC in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Soard Financial Management since 2011 and also owns an insurance agency, Soard Financial Concepts, which he has operated since 2008. Soard Financial Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals, trusts, estates, and high-net-worth clients. The firm manages approximately $74.4 million across about 250 client relationships, employs third-party managers and model portfolios, and offers educational seminars and workshops to the public.

General retirement planning Retirement income strategy Social Security optimization Wealth management

Ryan B

Series 65

Edmond, OK

Soard Financial Management, LLC

Ryan Boydston is a financial advisor at Soard Financial Management, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He has been with Soard Financial Management since 2020 and previously worked at Little Bird Marketing from 2015 to 2019. Boydston is also involved with Soard Financial Concepts, where he maintains an insurance agent role. Soard Financial Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals, trusts, estates, and high-net-worth clients. The firm manages approximately $74.4 million across about 250 client relationships and implements investment programs mainly through third-party managers and model portfolios, with regular reviews and a no-cost financial planning service.

General retirement planning Retirement income strategy Social Security optimization Wealth management

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