OK · Bixby

Fiduciary advisors in Bixby, OK

1 advisor with offices in Bixby. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Bixby

360 Wealth Management

Bixby, Oklahoma

360 Wealth Management, based in Bixby, Oklahoma, offers financial planning and investment management services with a focus on wealth management. The firm emphasizes investor education and personalized portfolio construction designed for clarity and long-term investing, and is registered with the SEC as an investment advisor. The principal, Kraig McFarland, holds the Registered Financial Consultant and Chartered Retirement Planning Counselor designations and has been licensed in the securities industry since 1987, with support staff including Heather, who has worked in financial services since 2006.

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Financial advisors in Bixby, Oklahoma

Advisors serving Bixby specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Oklahoma's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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