Bank / Wealth / TrustRIA · CRD 122053SEC-Registered

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F.I.G. Financial Advisory Services

Sam Jurrens runs investments for the Jurrens family's Oklahoma City RIA, founded in 1983, delivering fee-only portfolio management via its MyWealth...

F.I.G. Financial Advisory Services

F.I.G. Financial Advisory Services was founded in 1983 in Oklahoma City by Rick Jurrens. The firm operates as an independent, fee-based registered investment adviser structured around multigenerational family leadership: Rick serves as President, Chris Jurrens as Chief Operating Officer, and Sam Jurrens as Chief Investment Officer. The practice was built on the conviction that financial planning is an ongoing process rather than a transactional product sale. F.I.G. provides bespoke investment management and financial planning to a clientele it describes as discerning. The firm does not publish a discrete asset-class allocation, but its website emphasizes a transparent fee structure that avoids trading commissions, enabling discretionary portfolio management and continuous rebalancing without transactional conflicts. Client portfolios are individually constructed with a risk-adjusted, diversified mandate, and the firm actively trades on the client's behalf. A central element of its service model is the proprietary MyWealth platform, which aggregates bank accounts, credit cards, mortgages, investment accounts, 401(k)s, and insurance policies into a single nightly-refreshed dashboard, producing balance sheets, net-worth statements, and cash-flow projections. F.I.G. is headquartered at 14642 Bogert Parkway in Oklahoma City. The team structure is intentionally lean, led by three family principals holding CFP and CFA designations. In May 2026, the firm maintained its family-run, in-person operating rhythm from a single Oklahoma location, with office hours stretching from early morning into mid-afternoon on weekdays. No adjacent philanthropic vehicles, club memberships, or separate operating businesses are publicly disclosed. Structurally, F.I.G. differentiates itself as a three-generation, family-operated RIA in a market dominated by roll-up aggregators and large bank-owned wealth managers. The practice is built around a transparent fee-only model and a proprietary client technology platform, which it uses to deliver comprehensive household balance-sheet oversight rather than product distribution. This architecture places the firm's economic incentive directly alongside the client's long-term financial health.

General information

Firm type

Bank / Wealth / Trust

Year founded

1983

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Oklahoma City

Corporate office

14642 Bogert Pkwy, Oklahoma City, OK 73134, United States

Principals

Rick Jurrens

President

Chris Jurrens

Chief Operating Officer

Sam Jurrens

Chief Investment Officer

Frequently asked questions

Who runs investment decisions at F.I.G. Financial Advisory Services?

Sam Jurrens, CFA, CFP, serves as Chief Investment Officer and leads investment decisions. He is part of a multigenerational family leadership team that includes President Rick Jurrens, CFP, and COO Chris Jurrens, CFP. The three principals jointly oversee the firm's wealth management and financial planning services from Oklahoma City.

How does F.I.G. charge for its services?

F.I.G. operates on a transparent, fee-based structure rather than trading commissions. The firm states this approach eliminates potential conflicts of interest because its compensation remains consistent regardless of the specific investments chosen for a client. Client portfolios are actively traded and continuously refined under this fee-only model.

What is the MyWealth platform?

MyWealth is F.I.G.'s proprietary client portal that consolidates a household's complete financial picture into a single dashboard. It aggregates bank balances, credit cards, mortgages, investment accounts, 401(k)s, and insurance policies, updating nightly. Clients can generate balance sheets, net worth statements, and cash-flow projections, and use the platform for budgeting and transaction tracking.

Is F.I.G. structured as a single-family office?

No. F.I.G. is a registered investment adviser and wealth management firm founded and led by the Jurrens family, but it serves an external, discerning clientele rather than operating as a dedicated single-family office. The firm's fee-only model and family management structure give it a boutique posture distinct from larger bank-owned wealth managers.

Does F.I.G. offer financial planning beyond investment management?

Yes. Financial planning is positioned as the core of F.I.G.'s client partnership, with the firm describing it as an ongoing, evolving process tailored to each client's current and long-term objectives. Services include retirement planning, education funding analysis, 401(k) contribution strategies, and the creation of a dynamic financial blueprint using advanced planning technology.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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