# Frank Jolley

> Frank Jolley is a fee-only financial advisor at Live Oak Private Wealth in Rocky Mount, North Carolina, who holds the CFA credential. Frank focuses on retirement planning and estate & legacy planning. Live Oak Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Live Oak Private Wealth
- **Based in:** Rocky Mount, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.32B across 1,157 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1011372 (https://adviserinfo.sec.gov/individual/summary/1011372)
- **SEC registration:** Investment adviser representative in NC, TX, VA
- **Exams passed:** Series 63 (1981)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.liveoakprivatewealth.com

## Frequently asked questions

### Is Frank Jolley a fee-only financial advisor?

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

### How does Frank charge for financial advice?

Frank's firm, Live Oak Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Frank Jolley based?

Frank Jolley is based in Rocky Mount, North Carolina.

### What does Frank specialize in?

Frank's specialties include retirement planning and estate & legacy planning.

### What credentials does Frank Jolley hold?

Frank Jolley holds the CFA credential.

### Is Frank Jolley registered with the SEC?

Yes. Frank Jolley is registered as an investment adviser representative in NC, TX and VA (CRD 1011372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Live Oak Private Wealth manage?

Live Oak Private Wealth reports $1.32B across 1,157 accounts in assets under management.

### How do I contact Frank Jolley?

Through Frank's website, www.liveoakprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1011372): 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://liveoakprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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