# Marie Lovett

> Marie Lovett is a fee-only financial advisor at Oakleigh Wealth Services in Crozet, Virginia, who holds the CFP credential. Oakleigh Wealth Services reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marie-lovett/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oakleigh Wealth Services
- **Based in:** Crozet, Virginia
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $102.5M across 257 accounts
- **Credentials:** CFP
- **CRD:** 5702586 (https://adviserinfo.sec.gov/individual/summary/5702586)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.oakleighwealth.com/

## Frequently asked questions

### Is Marie Lovett a fee-only financial advisor?

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

### How does Marie charge for financial advice?

Marie's firm, Oakleigh Wealth Services, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Marie Lovett based?

Marie Lovett is based in Crozet, Virginia.

### What credentials does Marie Lovett hold?

Marie Lovett holds the CFP credential.

### Is Marie Lovett registered with the SEC?

Yes. Marie Lovett is registered as an investment adviser representative in VA (CRD 5702586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oakleigh Wealth Services manage?

Oakleigh Wealth Services reports $102.5M across 257 accounts in assets under management.

### How do I contact Marie Lovett?

Through Marie's website, www.oakleighwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5702586): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.