LW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
534 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$651.0M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Hourly Rate:$250 - $350/hr
Portfolio management fees are up to 2% annually, negotiable, and billed monthly in advance. Financial planning is offered at $250/hour for individual services and $350/hour for divorce planning, also negotiable. Pension consulting fees are up to 2% of plan assets or a fixed fee, negotiable. Clients are responsible for third-party fees. There is no minimum account size.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingDivorce Planning
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Advisor Information
Office location
13166 N Macarthur Suite A, Oklahoma City, OK, 73142
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cadent Capital Advisors, LLC
July 2025 - Present · 6 mos
Previous Registrations
Edward Jones
February 2017 - July 2025 · 8 yrs 5 mos
Edward Jones Broker
November 2016 - July 2025 · 8 yrs 8 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.