Justin Wai
Three Oaks Partners Investment Counsel · Lithia, Florida
Justin Wai is a fee-only financial advisor at Three Oaks Partners Investment Counsel in Lithia, Florida, who holds the CFA credential. Justin focuses on retirement planning and tax planning. Three Oaks Partners Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Three Oaks Partners Investment Counsel |
|---|---|
| Based in | Lithia, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $6.0M across 57 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 5972414 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | 3oakspartners.com |
How Justin's firm compares
- Three Oaks Partners Investment Counsel's average account is about $105,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Justin
Is Justin Wai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Three Oaks Partners Investment Counsel 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, Three Oaks Partners Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Wai based?
Justin Wai is based in Lithia, Florida.
What does Justin specialize in?
Justin's specialties include retirement planning and tax planning. Justin works with retirees.
What credentials does Justin Wai hold?
Justin Wai holds the CFA credential.
Is Justin Wai registered with the SEC?
Yes. Justin Wai is registered as an investment adviser representative in FL (CRD 5972414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Three Oaks Partners Investment Counsel manage?
Three Oaks Partners Investment Counsel reports $6.0M across 57 accounts in assets under management.
How do I contact Justin Wai?
Through Justin's website, 3oakspartners.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
- Three Oaks Partners Investment Counsel 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.
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