Kenneth Brandt
SkyOak Wealth · Southfield, Michigan
Kenneth Brandt is a fee-only financial advisor at SkyOak Wealth in Southfield, Michigan. SkyOak Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Executives
- Founders
- Pre-retirees
- Retirees
- Divorced individuals
Facts
| Firm | SkyOak Wealth |
|---|---|
| Based in | Southfield, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $692.7M across 1,230 accounts |
| SEC registration | Investment adviser representative in MI · CRD 28928 |
| Exams passed | Series 63 (1981) · Series 65 (1992) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | skyoakwealth.com |
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Questions about Kenneth
Is Kenneth Brandt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and SkyOak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, SkyOak Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Brandt based?
Kenneth Brandt is based in Southfield, Michigan.
Is Kenneth Brandt registered with the SEC?
Yes. Kenneth Brandt is registered as an investment adviser representative in MI (CRD 28928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does SkyOak Wealth manage?
SkyOak Wealth reports $692.7M across 1,230 accounts in assets under management.
How do I contact Kenneth Brandt?
Through Kenneth's website, skyoakwealth.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
- SkyOak Wealth 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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