FAQs

FAQs

Melia Advisory Group

Have a financial planning, estate planning, IRA management, social security, or Medicare-related question? Melia Advisory Group has the answer. Check out these FAQs and give us a call today for more information!

  • What is the best question to ask a financial advisor?

    When speaking with a financial planner, we suggest asking the following:


    • What types of services do you provide?
    • What is your investment philosophy?
    • How much do you charge?
    • Do they have a fiduciary duty?
    • What investment benchmarks are used?
    • What technology do you use?

  • Are you an independent financial planner?

    Yes, we are. To speak with one of our experienced financial planners, please give us a call today.

  • Is Melia Advisory Group local?

    We are! Melia Advisory Group is a locally owned financial advisory firm that provides services to clients in Tulsa, OK as well as all over the world.

  • How much experience does Melia Advisory Group have in managing finances?

    Melia Advisory Group has more than 50 years of combined experience managing financial resources for clients of all incomes. 

  • How often should I meet with my financial advisor?

    It depends on your individual needs, but generally, we recommend meeting annually with your financial advisor.

  • Do you offer a free consultation?

    We do! At Melia Advisory Group, our goal is to make you comfortable. We also want you to be confident in our ability to manage your finances. We offer free consultations via phone, Zoom, or in person sessions. To get started, please contact us today.

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