Scissortail Wealth Management, LLC

Scissortail Wealth Management, LLC is a registered investment adviser based in Tulsa, Oklahoma, providing investment advisory services since November 2018. The firm offers discretionary and non-discretionary portfolio management, financial planning services, and financial consulting. Clients can expect a tailored approach based on their financial circumstances, goals, and risk tolerance. The firm may use methods such as charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory in investment strategies. Scissortail manages over $553 million in client assets on a discretionary basis and over $34 million on a non-discretionary basis as of December 31, 2024. Fees for portfolio management services are negotiable, generally up to 2% of assets annually, payable quarterly. Financial planning and consulting services are fixed fee-based, ranging from $250 to $30,000. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, corporations, trusts, estates, and charitable organizations. Scissortail does not vote proxies for client securities and does not vote on behalf of clients. The firm does not have any disciplinary events to report and does not have custody of client funds or securities. Scissortail does not vote proxies for client securities and does not vote on behalf of clients. The firm does not have any disciplinary events to report and does not have custody of client funds or securities.