# Craig Simmons

> Craig Simmons is a fee-only financial advisor at SkyOak Wealth in Southfield, Michigan. SkyOak Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/craig-simmons/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** SkyOak Wealth
- **Based in:** Southfield, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $692.7M across 1,230 accounts
- **Works with:** Executives, Founders, Pre-retirees, Retirees, Divorced individuals
- **CRD:** 2439771 (https://adviserinfo.sec.gov/individual/summary/2439771)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (1994), Series 65 (2010)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://skyoakwealth.com

## Frequently asked questions

### Is Craig Simmons a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and SkyOak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Craig charge for financial advice?

Craig's firm, SkyOak Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Craig Simmons based?

Craig Simmons is based in Southfield, Michigan.

### Is Craig Simmons registered with the SEC?

Yes. Craig Simmons is registered as an investment adviser representative in MI (CRD 2439771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SkyOak Wealth manage?

SkyOak Wealth reports $692.7M across 1,230 accounts in assets under management.

### How do I contact Craig Simmons?

Through Craig's website, skyoakwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2439771): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://skyoakwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.