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
About
Styled Wealth serves individual clients, including high-net-worth individuals, providing comprehensive financial planning and, when elected, ongoing investment management. The firm also offers project-based planning engagements and educational seminars and speaking engagements for groups; seminar content is educational in nature and not individualized investment advice.
The firm operates on a fee-only basis and employs a passive, long-term buy-and-hold approach grounded in Modern Portfolio Theory, developing asset allocation targets and investment policies tailored to each client. When retained for investment management, the adviser typically implements portfolios on a discretionary basis and provides periodic monitoring and updates to the financial plan as client circumstances change.
What distinguishes this firm from many peers is its regular offering of educational seminars and speaking engagements, an area relatively uncommon among independent advisers, and its decision not to use percentage-of-assets-under-management billing—opting instead for fixed, project, or hourly fee arrangements. The firm manages a modest amount of client assets across a small number of relationships, reflecting a planner-centric model focused on individualized planning engagements rather than a traditional AUM-fee model.
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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
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