Styled Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,927,177
Clients
36
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$220,199
About
Styled Wealth serves individual and high-net-worth clients with ongoing comprehensive financial planning, project-based planning, and investment management, and also offers educational seminars and speaking engagements for groups. The firm operates on a fee-only basis and does not accept sales-based compensation for investment products.
The firm’s investment approach emphasizes long-term, passive buy-and-hold strategies grounded in Modern Portfolio Theory, using diversified allocations of stocks, bonds, mutual funds, and exchange-traded funds. When retained for ongoing comprehensive planning, investment management is provided on a discretionary basis and tailored to each client’s objectives, risk tolerance, and tax considerations.
Notably, Styled Wealth does not charge percentage-of-assets-under-management advisory fees, instead relying on flat, project, or hourly fee arrangements and including investment management as part of ongoing planning engagements. The firm is a small, single-advisor practice managing under $8 million for a few dozen clients and regularly conducts virtual and in-person educational events, sometimes on a pro-bono basis, which is uncommon among similar independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning Services fixed fees typically range from $4,000 to $6,000 for individuals and $5,000 to $8,000 for couples
$350 per hour billed in 30-minute increments
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 fee $4,000 to $6,000 for individuals, $5,000 to $8,000 for couples, payable in four equal installments; hourly fee $350 per hour billed in 30-minute increments; Educational Seminars and Speaking Engagements: fees $1,000 to $10,000 per event
Main office location
Styled Wealth
Jenks OK, United States
Number of offices
1
Most active in
Styled Wealth has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Louisiana · Oklahoma
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:
-
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.
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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.
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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
Quick links
LinkedIn
Facebook
Instagram
Website
(918) 714-1234
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