F.I.G.

Est. 1983 · Oklahoma City

F.I.G. Financial Advisory Services

Independent by Structure.
Long‑Term by Nature.

A fiduciary registered investment adviser owned and operated by the family that founded it. A small, long-tenured team of CFP® and CFA® credentialed advisers, headquartered in Oklahoma City.

Schedule a conversation Client login

1983

Year founded

Two

Generations of advisers

100%

Fiduciary advice

Independent

Family-owned practice

01 About

Founded in Oklahoma City, 1983

A planner should be paid for counsel, not for products.

F.I.G. was founded on that premise. Forty three years on, it still holds. We are an independent registered investment adviser, owned and operated by the family that started it. Our advisory work is fee based, and on the occasions we place insurance or annuity solutions for a client, we disclose the arrangement up front.

Three credentialed advisers in Oklahoma City. Rick has practiced since 1975. Chris joined the firm in 2005. Sam joined in 2010. We strive for boutique, high-touch service backed by decades of collective experience.

The work is patient. Decisions compound over time. Our responsibility is to remain attentive when it matters most.

02 Services

Financial Planning

Planning is the work that comes first and never quite ends. We map cash flow, education funding, retirement contributions, insurance, estate, and tax. When situations change, the plan evolves with you, helping you meet your long term financial goals. We leverage technology to help you see information whenever you need to, and it is what we continue to revisit as life rearranges itself.

Cash flow and budget
Retirement modeling
Education funding
Risk and insurance review
Estate coordination

II.

Investment Management

We manage portfolios for a fee, not a commission. That means the only question we have to answer when we trade is whether the trade is right for you. Allocations are built around your risk and your life, then monitored and adjusted on an ongoing basis.

Risk based allocation
Tax aware rebalancing
Concentrated stock review
Quarterly performance reporting

III.

Intelligent Infrastructure

Technology should deepen the advisory relationship, not distance it. We are thoughtfully evolving the systems behind our practice to better organize complexity, connect information, and surface meaningful insight across increasingly dynamic financial lives. Much of this work happens quietly beneath the surface, allowing us to spend less time navigating fragmented systems and more time focused on judgment, interpretation, and long-term decision making.

Unified Client Portal
AI‑Assisted Research & Analysis
Planning‑Aware Insights
Custom Reporting & Communication
Connected Financial Infrastructure

03 Team

Small bench. Deep roots.

President

Rick Jurrens

CFP®, CLU, ChFC

Practicing since 1975

Founded F.I.G. in 1983. Focuses on planning for clients in or near retirement. Reads history, drinks strong coffee, travels with his wife Jeanita.

Chief Operating Officer

Chris Jurrens

CFP®

University of Oklahoma

Joined the firm in 2005. Leads client service and operations. Enjoys being at home with Shannon and Annie, on the golf course, or with a book.

Chief Investment Officer

Sam Jurrens

CFA®, CFP®

University of Oklahoma · International Business & Finance, Chinese minor

Joined the firm in 2010. Oversees portfolio management and technology. Lives in Oklahoma City with Betsy and their three children.

"Without counsel plans fail, but with many advisers they succeed."

Proverbs 15:22 (ESV)

04 Contact

Begin with a conversation.

A complimentary first meeting is the natural place to start. We’ll tell you what we think plainly, determine whether we’re the right fit to work together, and if so, we’d welcome the opportunity to serve you.

Office

14642 Bogert Pkwy
Oklahoma City, OK 73134

Telephone

(405) 844 9826

(800) 736 3642 toll free

Hours

Mon, Wed    8:00 am to 4:30 pm
Tue, Thu     7:30 am to 4:30 pm
Friday        8:00 am to 3:00 pm

Independent by Structure.Long‑Term by Nature.