SeeBITDAOklahoma

Financial Advisor Network, Llc

Finance and insurance
  • 4755 E 91st St, Tulsa, OK
  • Since 2007
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Unlikely to sell soon

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Unlikely to sell soon

  • In business 19 years (since 2007)

From public records and the company's website, not a statement that it's for sale.

What they do

Financial Advisor Network, LLC (FAN) is a financial planning firm offering personal financial planning, retirement planning and retirement plan solutions for businesses, aimed at individuals, families and business owners.

Products & services
Personal financial planningRetirement planningRetirement plan solutions for your businessAnnual planning meetingMid-year reviewYear-end review
Markets served
Individuals and families
Service area
Tulsa, OK
Certifications
Member FINRA/SIPC

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • Cetera Investment Advisers LLC · brand it sells or installs
  • Cetera Wealth Services, LLC · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Financial Advisor Network, Llc
this business
$1.1M$439K—
Insurance Advisor Network
Tulsa
$806K$310K0.0 mi
BENEFIT RESOURCES, INC.
Tulsa · 7 employees
$4.1M$1.1M0.0 mi
Financial Builders, Llc
Tulsa
$1.1M$439K0.0 mi
Cornerstone Home Lending
Tulsa
$2.1M$795K0.0 mi
Kyler Thompson Farmers Insurance
Tulsa
$806K$310K0.0 mi
MAL COURY INSURANCE AGENCY, INC.
Tulsa · 2 employees
$3.1M$932K0.1 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Finance and insurance (52)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

“FAN was founded on the belief that personal relationships matter.”

Leadership

  • MH
    Mark Hahn
    Investment Adviser Representative (IAR) · Company website · source
  • JL
    John Lamb
    Investment Adviser Representative (IAR) · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Financial Advisor Network, Llc

Financial Advisor Network, Llc is a finance and insurance company in Tulsa, Oklahoma, in business since 2007. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Financial Advisor Network, Llc?
The owner of Financial Advisor Network, Llc isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Financial Advisor Network, Llc make?
SeeBITDA estimates Financial Advisor Network, Llc's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Financial Advisor Network, Llc worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Financial Advisor Network, Llc founded?
Financial Advisor Network, Llc has been in business since 2007.