Craig Simmons
SkyOak Wealth · Southfield, Michigan
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.
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Who they serve
- Executives
- Founders
- Pre-retirees
- Retirees
- Divorced individuals
Facts
| Firm | SkyOak Wealth |
|---|---|
| Based in | Southfield, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $692.7M across 1,230 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2439771 |
| Exams passed | Series 63 (1994) · Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | skyoakwealth.com |
| Profile |
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Questions about Craig
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.
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
- SkyOak Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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