Gerald Anderson
West Oak Wealth · Weatherford, Oklahoma
Gerald Anderson is a fee-only financial advisor at West Oak Wealth in Weatherford, Oklahoma. West Oak Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | West Oak Wealth |
|---|---|
| Based in | Weatherford, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.1M across 48 accounts |
| SEC registration | Investment adviser representative in OK · CRD 7849105 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.westoakwealth.com |
How Gerald's firm compares
- West Oak Wealth's average account is about $503,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Gerald
Is Gerald Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and West Oak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald's firm, West Oak Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gerald Anderson based?
Gerald Anderson is based in Weatherford, Oklahoma.
Is Gerald Anderson registered with the SEC?
Yes. Gerald Anderson is registered as an investment adviser representative in OK (CRD 7849105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does West Oak Wealth manage?
West Oak Wealth reports $24.1M across 48 accounts in assets under management.
How do I contact Gerald Anderson?
Through Gerald's website, www.westoakwealth.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
- 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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