Frank Jolley
Live Oak Private Wealth · Rocky Mount, North Carolina
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.
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Specialties
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 | $1.32B across 1,157 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC, TX, VA · CRD 1011372 |
| Exams passed | Series 63 (1981) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.liveoakprivatewealth.com |
How Frank's firm compares
- Live Oak Private Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,157 accounts).
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Questions about Frank
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.
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
- Live Oak Private 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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