Access Financial Resources Inc.'s Form ADV discloses 2.00% on the first $100,000, 1.50% on the next $100,000, 1.00% on the next $300,000, and 0.75% on assets above $500,000. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #109495), Access Financial Resources Inc. is subject to fiduciary duty under federal law.
Access Financial Resources Inc. is headquartered in OKLAHOMA CITY, OK.
Access Financial Resources Inc. serves 89 high-net-worth clients according to their SEC filing dated April 30, 2026. View client details ↓
According to their SEC Form ADV, Access Financial Resources Inc. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Access Financial Resources Inc. manages $411 million in client assets according to their SEC filing dated April 30, 2026.
According to their SEC Form ADV, Access Financial Resources Inc. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓