Marley Wood
BentOak Capital · Weatherford, Texas
Marley Wood is a fee-only financial advisor at BentOak Capital in Weatherford, Texas, who holds the CFP credential. Marley focuses on founders (pre-exit), estate & legacy planning and tax planning. BentOak Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Marley →
Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | BentOak Capital |
|---|---|
| Based in | Weatherford, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $969.8M across 2,039 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7259334 |
| Exams passed | Series 66 (2023) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | bentoakcapital.com |
Request an introduction to Marley
Tell Marley a little about what you're looking for. Marley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marley
Is Marley Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marley holds no broker registration, and BentOak Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marley charge for financial advice?
Marley's firm, BentOak Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Marley charge?
According to BentOak Capital's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Marley Wood based?
Marley Wood is based in Weatherford, Texas.
What does Marley specialize in?
Marley's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Marley works with executives, founders and multi-generational families.
What credentials does Marley Wood hold?
Marley Wood holds the CFP credential.
Is Marley Wood registered with the SEC?
Yes. Marley Wood is registered as an investment adviser representative in TX (CRD 7259334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BentOak Capital manage?
BentOak Capital reports $969.8M across 2,039 accounts in assets under management.
How do I contact Marley Wood?
Through Marley's website, bentoakcapital.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
- BentOak Capital 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.
See something wrong? Request a correction. Read our methodology.