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Financial Planners in Sand Springs, OK: 2026 rankings

71 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Sand Springs: Oath - Tulsa Estate Planning & Investment Attorneys, RFA Score 73/100; 4.8★ from 154 Google reviews.

  2. 3

    Most-reviewed: Western-Shamrock Finance, 373 Google reviews at 4.4★, the most of 71 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

71 Sand Springs financial planners are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 71 rated firms.

Most of this list also appears on the Financial planners in Tulsa ranking. See Financial planners in Tulsa

Top 10 financial planners in Sand Springs at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Sand Springs at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Oath - Tulsa Estate Planning & Investment Attorneys734.8★ (154)Tulsa, 8 mi away—Top score
2Credent Wealth Management | Tulsa Financial Advisors735.0★ (140)Tulsa, 13 mi away——
3Western-Shamrock Finance724.4★ (373)Tulsa, 9 mi awaySatMost reviews
4Ten Sixty Six Tax Advisory Group715.0★ (121)Broken Arrow, 18 mi away——
51st Capital Mortgage694.8★ (120)Owasso, 19 mi away——
6Nick Hollingsworth - COUNTRY Financial Agent695.0★ (48)Tulsa, 10 mi away——
7Paramount Tax & Accounting Tulsa Northeast695.0★ (66)Owasso, 17 mi awaySat—
8Burkholder Wealth Management675.0★ (40)Tulsa, 14 mi away——
9INSPiRE Financial Group | Financial Services & Planning in Tulsa674.9★ (33)Tulsa, 11 mi away——
10Future U Financial Inc.665.0★ (20)Tulsa, 7 mi away——

All 71 financial planners in Sand Springs, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 1st Capital Mortgage

    Based in Owasso, 19 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9500 N 129th E Ave Ste 235, Owasso, OK 74055
    View profile for 1st Capital Mortgage(918) 274-1519

  15. #15 Summit Wealth Group

    Based in Tulsa, 13 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    9175 S Yale Ave #100, Tulsa, OK 74137
    View profile for Summit Wealth Group(918) 930-9300

  16. #16 Arvest Bank

    Based in Tulsa, 7 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.7★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 56 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    502 S Main St, Tulsa, OK 74103
    View profile for Arvest Bank(918) 631-1000

  17. #17 Bamboo Financial Partners

    Based in Tulsa, 5 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    3306 Charles Page Blvd Ste 256, Tulsa, OK 74127
    View profile for Bamboo Financial Partners(918) 324-2625

  18. #18 UMB Bank

    Based in Tulsa, 7 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.1★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1437 South Boulder Ave W Ste 150, Tulsa, OK 74119
    View profile for UMB Bank(918) 295-2000

  19. #19 Arvest Bank

    Based in Tulsa, 5 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.5★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 58 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2500 W Edison St, Tulsa, OK 74127
    View profile for Arvest Bank(918) 631-1000

  21. #21 Arvest Bank

    Based in Glenpool, 15 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.4★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 29 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    155 E 150th St S, Glenpool, OK 74033
    View profile for Arvest Bank(918) 631-1000

  23. #23 Peak Financial LLC

    Based in Tulsa, 11 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5314 S Yale Ave Ste 605, Tulsa, OK 74135
    View profile for Peak Financial LLC(918) 851-2853

  25. #25 Fidelity Investments

    Based in Tulsa, 8 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 27 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2020 S Lewis Ave Suite 100, Tulsa, OK 74104
    View profile for Fidelity Investments(800) 544-3036

How we ranked Sand Springs financial planners

We scored 71 Sand Springs financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Sand Springs data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Sand Springs: frequently asked questions

Which financial planner has the highest RFA Score in Sand Springs?

By RFA Score, the highest-ranked financial planner in Sand Springs, OK is Oath - Tulsa Estate Planning & Investment Attorneys with an RFA Score of 73/100. It has 4.8★ from 154 Google reviews. Credent Wealth Management | Tulsa Financial Advisors (#2) and Western-Shamrock Finance (#3) follow. We ranked 71 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sand Springs?

RankedFinancialAdvisors ranks 71 financial planners serving Sand Springs, OK. Counts are as of November 2026.

Which financial planners in Sand Springs work on weekends?

6 of 71 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Western-Shamrock Finance (#3), Paramount Tax & Accounting Tulsa Northeast (#7) and Atomic Accounting Tulsa (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sand Springs financial planners have?

The median Google rating among 71 rated financial planners in Sand Springs is 4.8★, with a median of 22 reviews. Western-Shamrock Finance has the most, 373 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Sand Springs count in this ranking?

Yes, if they are within 25 mi of the Sand Springs city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Sand Springs ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Sand Springs a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Sand Springs

  1. November 2026: RFA Scores recalculated for 71 financial planners serving Sand Springs.

More financial planners and Sand Springs pages