Marie Lovett
Oakleigh Wealth Services · Crozet, Virginia
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.
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Facts
| Firm | Oakleigh Wealth Services |
|---|---|
| Based in | Crozet, Virginia |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $102.5M across 257 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5702586 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oakleighwealth.com |
How Marie's firm compares
- Oakleigh Wealth Services's average account is about $399,000, from its Form ADV (assets managed divided by 257 accounts).
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Questions about Marie
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.
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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