Mike Walther Ii
Oak Wealth Advisors, LLC · Northbrook, Illinois
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).
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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 | $373.7M across 545 accounts |
| Credentials | CFP · CFA · CPA · MBA · PFS |
| Firm size | 7 employees |
| Website | oakwealth.com |
| Profile |
How Mike Walther's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Illinois median of $5,000 for fee-only firms that publish prices.
- 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 Mike Walther
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Oak Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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