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They include 1,560 individual clients, 175 high-net-worth individuals, and 23 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tulsa Wealth Advisors offer?","answer":"Tulsa Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Tulsa Wealth Advisors charge?","answer":"Tulsa Wealth Advisors charges up to 1.75% a year for its Wrap Fee Program investment management services. The fee is billed in advance, is negotiable and requires an account of at least $25,000.","source":"TRINITY STRATEGIC WEALTH FORM ADV PART 2A, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tulsa Wealth Advisors use?","answer":"Tulsa Wealth Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.54B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tulsa Wealth Advisors have?","answer":"Tulsa Wealth Advisors has 16 investment adviser representatives registered with state securities authorities, out of 27 employees, and 16 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 13 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tulsa Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Tulsa Wealth Advisors’ separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 16% non-exchange-traded equities, 6% cash and equivalents and 4% other. 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