Oath Planning
Oath Planning
Tulsa, OK
Serving Clients Nationwide
Invest for today. Plan for tomorrow.
5 out of 5 Stars
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Primary Advisor Locations
JJ Kerksieck
Oath Planning
Brian Kelley
Alec Spring
Video
Compensation Methods
- Fee Based
- Percentage of Assets Managed
About Oath Planning
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. We align your money with your meaning, and your wealth with your well-being, so you can finally step into the life you know you want to live, without what’s been holding you back.Your money should support the life you want to live today, not just a future many years away. Our fiduciary advisors simplify everything from investment strategy to tax minimization. With a single trusted partner by your side, you gain the confidence to live fully and plan wisely.
The best plans are simple. Working with Oath means a single point of contact for getting all of your finances in order. While most firms focus on asset growth alone, our integrated approach aligns every aspect of wealth to bring more purpose and presence to your life.
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Families
- Intergenerational Families
- Investors
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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One and done!
✅ Wealthtender Certified Advisor Review™
Oct 16, 2025
Well, not one and done initially. Prior to my wife’s passing I was constantly telling her how much I wanted to get our finances under one roof. With her death came the realization that I needed to make that happen. For my sanity as well as fore my grown children. Between planning for my trust as well as my finances took a good 4-6 months. I never felt rushed in the decisions I was making or the questions I had. Now everything is in one place. One phone call to discuss changes in my life or questions about the market. Always with the same person. My only regret was not acting sooner. There is indeed something to be said about having your ducks in a row.
Relationship to Financial Advisor: Client as of Oct 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 28, 2025
Oath Planning has provided careful guidance and services to protect my family 's investments and help us plan for the future. The Tulsa team is so responsive. I couldn't recommend them more!
Relationship to Financial Advisor: Client as of Sep 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 2, 2025
I have had a great experience with Oath. The staff is very knowledgeable and always accommodating to my needs.
Relationship to Financial Advisor: Client as of Sep 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
They are always responsive and helpful. They helped us set up an irrevocable trust about 6 years ago and we moved our 401K and 403B for them to manage with Fidelity. We are pleased with the results.
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
Super satisfied with Alec and how often he is checking up. Super grateful that I found this company to get me a head start.
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 5, 2025
Always promt and courteous. Service. I’m very satisfied with this firm.
Relationship to Financial Advisor: Client as of Aug 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
My husband and I started our trust with OATH. Years later, as a widow, I have found them to be helpful and able to quickly getting money released when I need it.
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 20, 2025
Relationship to Financial Advisor: Client as of Jul 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
Oath Planning has been a great group! They are knowledgeable and quite helpful. I have been pleased with the returns on my investments andcwith their willingness and ability to answer questions and duscuss and explain strategies.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2025
They all are very knowledgeable and courteous. Helpful with anything that I need.
Relationship to Financial Advisor: Client as of Jul 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
I utilized Oath Planning for my Family Trust and my investments. The Trust was not difficult because they are highly organized and answered all questions.
The Fidelity Investments are expertly managed, and my money is moved to maximize growth. Looking to transfer moey from employer 401K into Oath management rather that the single Fidelity fund.
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 24, 2025
Relationship to Financial Advisor: Client as of Mar 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
I work with Alec ...he and the Oath group are always there to ensure goals are being met and I understand what is happening. !
Relationship to Financial Advisor: Client as of Oct 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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