Daniel Doyle
Oak Park Wealth Management · Lakewood, Ohio
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.
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Specialties
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 | $47.5M across 32 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5069615 |
| Exams passed | Series 63 (2005) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oakparkwm.com |
| Profile |
How Daniel's firm compares
- Oak Park Wealth Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Daniel
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.
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
- Oak Park Wealth Management 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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