Service Areas — Oklahoma City & Tulsa Metro

Rulicent Investments serves pre-retirees and retirees across Oklahoma. We are based in Edmond and work with clients throughout the OKC and Tulsa metro areas — providing fee-only, fiduciary wealth management built around your Required Return.

Oklahoma City Metro Service Areas

• Oklahoma City — The state capital and largest metro in Oklahoma. Rulicent serves OKC residents seeking fee-only, fiduciary retirement planning.
• Edmond — Rulicent's home base. We serve Edmond's growing community of pre-retirees and retirees with $500K+ in investable assets.
• Moore — Moore residents approaching retirement benefit from a rules-driven strategy built around their Required Return.
• Norman — Home to the University of Oklahoma, Norman has a large population of professionals planning for retirement.
• Yukon — Yukon's fast-growing west-side community includes many families accumulating wealth for retirement.
• Mustang — Mustang residents benefit from Rulicent's adaptive, rules-based approach to retirement portfolio management.
• Midwest City — Midwest City investors receive the same fiduciary standard and Required Return framework as all Rulicent clients.
• Nichols Hills — Nichols Hills is home to many of Oklahoma's most successful families. Rulicent serves high-net-worth retirees in this community.

Tulsa Metro Service Areas

• Tulsa — Oklahoma's second-largest city. Tulsa-area investors have access to Rulicent's fee-only, fiduciary wealth management.
• Broken Arrow — One of Oklahoma's fastest-growing cities, Broken Arrow residents benefit from Rulicent's rules-driven retirement strategy.
• Jenks — Jenks is a thriving Tulsa suburb with a strong community of families building toward retirement.

Why Oklahoma Investors Choose Rulicent

Most financial advisors in Oklahoma use the same approach: a risk tolerance questionnaire, a model portfolio, and a long-term hold strategy. The Required Return — the specific growth rate your retirement actually demands — is never explicitly calculated.

Rulicent builds every portfolio strategy around your Required Return. We are fee-only, fiduciary, and rules-driven. No commissions. No permanent capital assignments. No passive waiting.

• Fee-Only: Rulicent earns no commissions and sells no financial products. Our only compensation is the fee you pay.
• Fiduciary: As a registered investment adviser, Rulicent is legally required to act in your best interest at all times.
• Rules-Driven: Every portfolio decision is governed by written rules — not discretion, not emotion, not committee consensus.
• Required Return Framework: We start with your number: the specific annual return your retirement requires. Everything else follows from that.

Ready to find out if your portfolio is built for your retirement? Request a complimentary Portfolio Evaluation. We will calculate your Required Return, review your current strategy, and identify any gap between what your portfolio is designed to deliver and what your retirement actually requires.

Phone: 405-400-1751  |  Email: info@rulicent.com  |  2500 S. Broadway, Suite 230, Edmond, OK 73013