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SageOak Financial, LLC

EST. AUM
$174,816,282

CONTACTS

CLIENT ACCOUNTS
690

Firm Details

Metro area Tulsa
CRD Number 166927
Website sageoakfinancial.com
Client types

Overview

SageOak Financial, LLC is an independent, fee-only registered investment adviser headquartered in Tulsa, Oklahoma. Operating under a strict fiduciary standard, the firm provides holistic wealth management and financial planning services to working professionals, business owners, and retirees. Its investment philosophy is evidence-based, grounded in academic research and long-term financial principles rather than market timing. The firm emphasizes low-cost, tax-efficient, and globally diversified portfolios, primarily utilizing passive mutual funds and ETFs, including Dimensional Fund Advisors. Led by founder Tyler Gray (CFP®, ChFC®), SageOak also offers institutional advisory services for 401(k) plans and specialized support for surviving spouses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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