Access Financial Resources provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Access Financial Resources reports 644 clients. They include 383 individual clients, 160 pension and profit-sharing plans, and 89 high-net-worth individuals. Of its assets, 94.7% ($389M across 2,365 accounts) are managed with discretion; $21.8M across 93 accounts are not. It advised 39 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 23% |
| High-net-worth individuals | 14% | 30% |
| Pension and profit-sharing plans | 25% | 46% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 383 | $96M | 23.4% | $251K |
| High-net-worth individuals | 89 | $124M | 30.1% | $1.39M |
| Pension and profit-sharing plans | 160 | $188M | 45.8% | $1.17M |
| Corporations and other businesses | 12 | $2.96M | 0.7% | $246K |
| Total | 644 | $411M | 100% | $638K |
- Clients
- 383
- Regulatory AUM
- $96M
- AUM share
- 23.4%
- Avg. per client
- $251K
- Clients
- 89
- Regulatory AUM
- $124M
- AUM share
- 30.1%
- Avg. per client
- $1.39M
- Clients
- 160
- Regulatory AUM
- $188M
- AUM share
- 45.8%
- Avg. per client
- $1.17M
- Clients
- 12
- Regulatory AUM
- $2.96M
- AUM share
- 0.7%
- Avg. per client
- $246K
Total
- Clients
- 644
- Regulatory AUM
- $411M
- AUM share
- 100%
- Avg. per client
- $638K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 39
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Access Financial Resources charges 0.75%–2.00% a year for its Asset Based Percentage Fee Billing. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at $95 to $300 per hour, with an initial start-up fee of up to $500 and follow-up consulting at the agreed hourly rate.
Troy E. Jones Revocable Trust owns 25% to 50% of Access Financial Resources. The leadership team of Access Financial Resources includes President William Atkinson, Chief Investment Officer Jeffrey Ashford and Chief Compliance Officer Kelsey Cagle. It has 9 employees, 7 of them in advisory roles.
Leadership
William AtkinsonVice President
Robert WoodyPresident- Kelsey CagleChief Compliance Officer
Jeffrey AshfordChief Investment Officer
Troy JonesSecretary of Treasury
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 7 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- Owns 25% to 50% of Access Financial Resources Inc.
Troy E. Jones Revocable Trust
Control person · since November 2011
Troy Jones
Trustee · Control person · since November 2011
- Owns 25% to 50% of Access Financial Resources Inc.
Woody Family Trust
Control person · since October 2021
Robert Woody
Trustee · Control person · since February 2008
- Owns 25% to 50% of Access Financial Resources Inc.
Jeffrey A. Ashford Living Trust
Control person · since October 2021
Jeffrey Ashford
Trustee · Control person · since January 2002
- Owns 25% to 50% of Access Financial Resources Inc.
Atkinson Family Trust
Control person · since October 2021
William Atkinson
Trustee · Control person · since January 2008
Access Financial Resources’ regulatory assets grew 1.6× from $260M (July 2021) to $411M (April 2026); clients rose from 550 to 644 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $411M | 644 | 9 | 1 |
| March 2025 | $355M | 623 | 9 | 1 |
| March 2024 | $308M | 643 | 9 | 1 |
| March 2023 | $306M | 693 | 9 | 1 |
| March 2022 | $289M | 594 | 9 | 1 |
| July 2021 | $260M | 550 | 7 | 1 |
Besides its headquarters, Access Financial Resources has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 3621 NW 63rd Street, Suite A-1, Oklahoma CityHQ
Contact and registration details
- Legal name
- Access Financial Resources Inc.
- Headquarters
- 3621 NW 63rd Street, Suite A-1, Oklahoma City, OK 73116
- Website
- afradvice.com
- Phone
- 405-848-9826
- SEC file
- 801-58103
- Structure
- Oklahoma corporation
- Fiscal year end
- December
Access Financial Resources uses Fidelity ($411M) as custodian for its separately managed accounts. Access Financial Resources does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $411M100%
At year end, Access Financial Resources’ separately managed accounts were largely in stocks (43%) and funds (33%).
What the accounts hold
- Stocks43%
- Funds33%
- Bonds1%
- Cash13%
- Other10%
- Real estate, loans10%
How many clients does Access Financial Resources have?
Access Financial Resources has 644 clients and manages $411 million for them, as of April 2026. They include 383 individual clients, 160 pension and profit-sharing plans, and 89 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Access Financial Resources offer?
Access Financial Resources provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Access Financial Resources charge?
Access Financial Resources charges 0.75%–2.00% a year for its Asset Based Percentage Fee Billing. The fee is billed in arrears and is negotiable.
Source: ADV PART 2, filed 30 April 2026
Which custodians does Access Financial Resources use?
Access Financial Resources’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $411M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Access Financial Resources have?
Access Financial Resources has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Access Financial Resources invest in?
At the end of its last fiscal year, Access Financial Resources’ separately managed accounts held 43% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 10% other and 1% investment grade corporate bonds. The 10% other category is described as: Real Estate, Loans.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Access Financial Resources?
Access Financial Resources’ direct owners are Troy E. Jones Revocable Trust, Woody Family Trust, Jeffrey A. Ashford Living Trust and Atkinson Family Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Access Financial Resources get paid?
Access Financial Resources is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Access Financial Resources?
Access Financial Resources’ main office is at 3621 NW 63rd Street, Suite A-1, Oklahoma City, OK 73116. Its phone number is 405-848-9826. Its website is afradvice.com.