# Mike Walther Ii > Mike Walther Ii is a fee-only financial advisor at Oak Wealth Advisors, LLC in Northbrook, Illinois, who holds the CFP, CFA and CPA credentials. Mike Walther charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and 0.9% a year on the first tier of assets managed). Page: https://find.wellspent.co/advisors/mike-walther-ii/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Oak Wealth Advisors, LLC - **Based in:** Northbrook, Illinois - **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee - **Fees (firm's website):** ongoing planning from $5,000 a year; 0.9% a year on the first tier of assets managed - **Assets under management (firm):** $373.7M across 545 accounts - **Credentials:** CFP, CFA, CPA, MBA, PFS - **Firm size:** 7 employees - **Website:** https://oakwealth.com ## Frequently asked questions ### Is Mike Walther Ii a fee-only financial advisor? Yes. Mike Walther Ii is listed in the XY Planning Network directory (XYPN members are fee-only). ### How does Mike Walther charge for financial advice? Mike Walther charges a percentage of assets, an ongoing planning fee and a one-time planning fee. ### How much does Mike Walther charge? According to Oak Wealth Advisors, LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; 0.9% a year on the first tier of assets managed. ### Where is Mike Walther Ii based? Mike Walther Ii is based in Northbrook, Illinois. ### What credentials does Mike Walther Ii hold? Mike Walther Ii holds the CFP, CFA, CPA, MBA and PFS credentials. ### 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 Mike Walther Ii? Through Mike Walther's website, oakwealth.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/mike-walther-ii-11479): XYPN members are fee-only - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://oakwealth.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.