Bethany Ely
Three Oaks Wealth · Gold River, California
Bethany Ely is a fee-only financial advisor at Three Oaks Wealth in Gold River, California. Three Oaks Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Three Oaks Wealth |
|---|---|
| Based in | Gold River, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.0M across 343 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 7671334 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.threeoakswealth.com |
How Bethany's firm compares
- Three Oaks Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Bethany
Is Bethany Ely a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bethany holds no broker registration, and Three Oaks Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bethany charge for financial advice?
Bethany's firm, Three Oaks Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bethany Ely based?
Bethany Ely is based in Gold River, California.
Is Bethany Ely registered with the SEC?
Yes. Bethany Ely is registered as an investment adviser representative in CA and OR (CRD 7671334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Three Oaks Wealth manage?
Three Oaks Wealth reports $100.0M across 343 accounts in assets under management.
How do I contact Bethany Ely?
Through Bethany's website, www.threeoakswealth.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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