# Daniel Doyle

> Daniel Doyle is a fee-only financial advisor at Oak Park Wealth Management in Lakewood, Ohio, who holds the CFP credential. Daniel focuses on retirement planning, tax planning and estate & legacy planning. Oak Park Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Oak Park Wealth Management
- **Based in:** Lakewood, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $47.5M across 32 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5069615 (https://adviserinfo.sec.gov/individual/summary/5069615)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2005), Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://oakparkwm.com

## Frequently asked questions

### Is Daniel Doyle a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel's firm, Oak Park Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Doyle based?

Daniel Doyle is based in Lakewood, Ohio.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Daniel Doyle hold?

Daniel Doyle holds the CFP credential.

### Is Daniel Doyle registered with the SEC?

Yes. Daniel Doyle is registered as an investment adviser representative in OH (CRD 5069615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak Park Wealth Management manage?

Oak Park Wealth Management reports $47.5M across 32 accounts in assets under management.

### How do I contact Daniel Doyle?

Through Daniel's website, oakparkwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5069615): 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://www.oakparkwm.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.