# James Diacon

> James Diacon is a fee-only financial advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma, who holds the CFP and ChFC credentials. James focuses on retirement planning, estate & legacy planning and equity compensation. Council Oak Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Council Oak Wealth Advisors
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $529.4M across 1,115 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Equity compensation, Small business owners
- **Works with:** Founders, Retirees, Executives
- **CRD:** 1653168 (https://adviserinfo.sec.gov/individual/summary/1653168)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 63 (1987), Series 65 (1994)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://counciloakwealth.com/

## Frequently asked questions

### Is James Diacon a fee-only financial advisor?

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

### How does James charge for financial advice?

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

### Where is James Diacon based?

James Diacon is based in Tulsa, Oklahoma.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, equity compensation and small business owners. James works with founders, retirees and executives.

### What credentials does James Diacon hold?

James Diacon holds the CFP and ChFC credentials.

### Is James Diacon registered with the SEC?

Yes. James Diacon is registered as an investment adviser representative in OK and TX (CRD 1653168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Council Oak Wealth Advisors manage?

Council Oak Wealth Advisors reports $529.4M across 1,115 accounts in assets under management.

### How do I contact James Diacon?

Through James's website, counciloakwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1653168): 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://counciloakwealth.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.