Aileen Danley
Oak Street Advisory Group · Nevada City, California
Aileen Danley is a fee-only financial advisor at Oak Street Advisory Group in Nevada City, California, who holds the CFP credential. Oak Street Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oak Street Advisory Group |
|---|---|
| Based in | Nevada City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $84.8M across 213 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5673288 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oakstreetadvisory.com |
How Aileen's firm compares
- Oak Street Advisory Group's average account is about $398,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Aileen
Is Aileen Danley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aileen holds no broker registration, and Oak Street Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aileen charge for financial advice?
Aileen's firm, Oak Street Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aileen Danley based?
Aileen Danley is based in Nevada City, California.
What credentials does Aileen Danley hold?
Aileen Danley holds the CFP credential.
Is Aileen Danley registered with the SEC?
Yes. Aileen Danley is registered as an investment adviser representative in CA (CRD 5673288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Street Advisory Group manage?
Oak Street Advisory Group reports $84.8M across 213 accounts in assets under management.
How do I contact Aileen Danley?
Through Aileen's website, www.oakstreetadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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