Michael Walther
Oak Wealth Advisors LLC · Northbrook, Illinois
Michael Walther is a fee-only financial advisor at Oak Wealth Advisors LLC in Northbrook, Illinois, who holds the CFA, CFP and CPA credentials. Oak Wealth Advisors LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oak Wealth Advisors LLC |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $373.7M across 545 accounts |
| Credentials | CFA · CFP · CPA · MBA · CPWA |
| SEC registration | Investment adviser representative in IL · CRD 2665663 |
| Exams passed | Series 65 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Michael's firm compares
- Oak Wealth Advisors LLC's average account is about $686,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Michael
Is Michael Walther a fee-only financial advisor?
Yes. Michael Walther is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Oak Wealth Advisors LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Walther based?
Michael Walther is based in Northbrook, Illinois.
What credentials does Michael Walther hold?
Michael Walther holds the CFA, CFP, CPA, MBA and CPWA credentials.
Is Michael Walther registered with the SEC?
Yes. Michael Walther is registered as an investment adviser representative in IL (CRD 2665663), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Oak Wealth Advisors LLC manage?
Oak Wealth Advisors LLC reports $373.7M across 545 accounts in assets under management.
How do I contact Michael Walther?
Contact details aren't on file yet. Search for Oak Wealth Advisors LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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