Colin Page
Oakleigh Wealth Services · Crozet, Virginia
Colin Page is a fee-only financial advisor at Oakleigh Wealth Services in Crozet, Virginia, who holds the CFP credential. Colin charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,000 a year) and focuses on retirement planning, tax planning and flat-fee planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Oakleigh Wealth Services |
|---|---|
| Based in | Crozet, Virginia |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Accepting new clients | Yes |
| Assets under management | $102.5M across 257 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7665378 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | oakleighwealth.com |
| Profile |
How Colin's firm compares
- Ongoing planning starts at $12,000 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- Oakleigh Wealth Services's average account is about $399,000, from its Form ADV (assets managed divided by 257 accounts).
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Questions about Colin
Is Colin Page a fee-only financial advisor?
Yes. Colin Page is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Colin's firm.
How does Colin charge for financial advice?
Colin charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Colin charge?
According to Oakleigh Wealth Services's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Where is Colin Page based?
Colin Page is based in Crozet, Virginia.
What does Colin specialize in?
Colin's specialties include retirement planning, tax planning and flat-fee planning. Colin works with retirees, pre-retirees and mid-life transitions.
What credentials does Colin Page hold?
Colin Page holds the CFP credential.
Is Colin Page registered with the SEC?
Yes. Colin Page is registered as an investment adviser representative in VA (CRD 7665378), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Oakleigh Wealth Services manage?
Oakleigh Wealth Services reports $102.5M across 257 accounts in assets under management.
How do I contact Colin Page?
Through Colin's website, oakleighwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Oakleigh Wealth Services website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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