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Puckett Financial Advisors, LLC (Oklahoma City)


Puckett Financial Advisors, LLC is a large advisory firm based in Oklahoma City. It manages $155 million of regulatory assets for 630 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Oklahoma, and Texas.

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

Puckett Financial Advisors: assets under management

The assets under management (AUM) of Puckett Financial Advisors, LLC is $155 million. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $153 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Puckett Financial Advisors, LLC for their services and products based on a percentage of assets under management 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 Puckett Financial Advisors, LLC performs its advisory services is located at 13921 Quail Pointe Drive, Oklahoma City, OK 73134, which is also the mailing address of the firm. An additional office of the firm is in St. Petersburg, FL. 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 405-294-3340. 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.


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