Sign in Sign up for free

Brian Puckett Retirement Advisors, LLC (Oklahoma City)


Brian Puckett Retirement Advisors, LLC is a large advisory firm based in Oklahoma City. It manages $72.46 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Oklahoma and Texas.

Logo



Brian Puckett Retirement Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brian Puckett Retirement Advisors: assets under management

The assets under management (AUM) of Brian Puckett Retirement Advisors, LLC is $72.46 million. The firm's AUM has grown by 142% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.97 million in discretionary accounts and $14.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $690.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $268.38 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brian Puckett Retirement Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oklahoma City

The principal office where Brian Puckett Retirement Advisors, LLC performs its advisory services is located at 9400 N. Broadway Extension, Oklahoma City, OK 73114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405 607 4820 or by fax 800 783-0545. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.puckettadvisors.com.


Registered investment advisers similar to Brian Puckett Retirement Advisors, LLC