# Heidi Yoshida

> Heidi Yoshida is a fee-only financial advisor at Oak Advisors in Bluffton, South Carolina, who holds the CFP credential. Heidi focuses on retirement planning, tax planning and estate & legacy planning. Oak Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Oak Advisors
- **Based in:** Bluffton, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $284.7M across 523 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4245858 (https://adviserinfo.sec.gov/individual/summary/4245858)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2000), Series 65 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://oakadvisors.net/

## Frequently asked questions

### Is Heidi Yoshida a fee-only financial advisor?

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

### How does Heidi charge for financial advice?

Heidi's firm, Oak Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Heidi Yoshida based?

Heidi Yoshida is based in Bluffton, South Carolina.

### What does Heidi specialize in?

Heidi's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Heidi works with multi-generational families.

### What credentials does Heidi Yoshida hold?

Heidi Yoshida holds the CFP credential.

### Is Heidi Yoshida registered with the SEC?

Yes. Heidi Yoshida is registered as an investment adviser representative in SC (CRD 4245858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak Advisors manage?

Oak Advisors reports $284.7M across 523 accounts in assets under management.

### How do I contact Heidi Yoshida?

Through Heidi's website, oakadvisors.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4245858): 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://oakadvisors.net/): 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.