Heidi Yoshida
Oak Advisors · Bluffton, South Carolina
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.
Request an introduction to Heidi →
Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $284.7M across 523 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 4245858 |
| Exams passed | Series 63 (2000) · Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | oakadvisors.net |
Request an introduction to Heidi
Tell Heidi a little about what you're looking for. Heidi isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Heidi
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.
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
- Oak Advisors 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.
See something wrong? Request a correction. Read our methodology.