# Harrison Oakes

> Harrison Oakes is a fee-only financial advisor at Cox Capital Management in Andover, Massachusetts. Harrison charges a flat fee or retainer and a one-time planning fee (one-time plans from $3,000) and focuses on tax planning, estate & legacy planning and retirement planning.

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

## Facts

- **Firm:** Cox Capital Management
- **Based in:** Andover, Massachusetts
- **Fee model:** Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,000
- **Assets under management (firm):** $361.0M across 579 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Founders, Early-career professionals
- **CRD:** 7345007 (https://adviserinfo.sec.gov/individual/summary/7345007)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.coxcapitalmanagement.com

## Frequently asked questions

### Is Harrison Oakes a fee-only financial advisor?

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

### How does Harrison charge for financial advice?

Harrison charges a flat fee or retainer and a one-time planning fee.

### How much does Harrison charge?

According to Cox Capital Management's website, checked October 30, 2026: one-time plans from $3,000.

### Where is Harrison Oakes based?

Harrison Oakes is based in Andover, Massachusetts.

### What does Harrison specialize in?

Harrison's specialties include tax planning, estate & legacy planning, retirement planning and family wealth transfer. Harrison works with retirees, pre-retirees, founders and early-career professionals.

### Is Harrison Oakes registered with the SEC?

Yes. Harrison Oakes is registered as an investment adviser representative in MA (CRD 7345007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cox Capital Management manage?

Cox Capital Management reports $361.0M across 579 accounts in assets under management.

### How do I contact Harrison Oakes?

Through Harrison's website, www.coxcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7345007): 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.coxcapitalmanagement.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.