# Access Financial Resources

Access Financial Resources is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** afradvice.com
- **LinkedIn:** linkedin.com/company/access-financial-resources-inc

## Regulatory record

- **CRD number:** 109495
- **SEC file number:** 801-58103
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109495

## About

Founded in 1991, Access Financial Resources operates as a registered investment advisor from Oklahoma City. The firm serves a mixed client base that spans individuals, high-net-worth families, pension funds and business owners — a structure more typical of a community-rooted wealth manager than a single-family vehicle. It has maintained its Oklahoma base for over 30 years. Access Financial Resources bundles investment management with financial planning, portfolio design, and 401(k) implementation and education for business clients. Its geographic footprint is anchored in the US, and the firm does not publicly disclose a specific sector or asset-class concentration. The firm describes over 30 years of operational history but has not published details on team size, total assets under management, or capital deployment. No adjacent philanthropic foundations, real-asset arms, or co-investment syndicates are disclosed. In the absence of a recent dated operational event, the firm's current posture is inferred from its sustained local advisory presence rather than any public growth milestone. Access Financial Resources differs from the typical single-family office by operating as an open, multi-client RIA without a single wealth origin. Its structural distinction lies in longevity within a single geography — Oklahoma City — and a service mix that bridges personal financial planning and employer-sponsored retirement programs under one advisory roof.

## Questions

### What is the firm's primary service offering?

Access Financial Resources blends financial planning with investment management. Its publicly listed services include personal financial planning, portfolio design and management, business financial planning, and 401(k) implementation and education.

### How long has the firm been in operation?

The firm was established in 1991 and has been operating for over 30 years from its Oklahoma City headquarters.

## Related profiles

- [Access Family Office](https://altss.com/profile/access-family-office-corp)
- [Access Group](https://altss.com/profile/access-group)

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Last updated: 2026-08-11T02:43:31.692Z

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