Justin Baas
Oak Wealth Advisors · Wake Forest, North Carolina
Justin Baas is a fee-only financial advisor at Oak Wealth Advisors in Wake Forest, North Carolina, who holds the CFP credential. Oak Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oak Wealth Advisors |
|---|---|
| Based in | Wake Forest, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $373.7M across 545 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6026266 |
| Exams passed | Series 66 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.oakwealth.com |
How Justin's firm compares
- Oak Wealth Advisors's average account is about $686,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Justin
Is Justin Baas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Oak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Oak Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justin Baas based?
Justin Baas is based in Wake Forest, North Carolina.
What credentials does Justin Baas hold?
Justin Baas holds the CFP credential.
Is Justin Baas registered with the SEC?
Yes. Justin Baas is registered as an investment adviser representative in NC (CRD 6026266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Wealth Advisors manage?
Oak Wealth Advisors reports $373.7M across 545 accounts in assets under management.
How do I contact Justin Baas?
Through Justin's website, www.oakwealth.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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