# Rick Vala

> Rick Vala is a fee-only financial advisor at VaMa Oak Wealth in Doylestown, Pennsylvania, who holds the CFP credential. Rick focuses on tax planning. VaMa Oak Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rick-vala/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** VaMa Oak Wealth
- **Based in:** Doylestown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $91.2M across 390 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 6720835 (https://adviserinfo.sec.gov/individual/summary/6720835)
- **SEC registration:** Investment adviser representative in FL, LA, NH, NJ, PA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.vamawealth.com

## Frequently asked questions

### Is Rick Vala a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rick holds no broker registration, and VaMa Oak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rick charge for financial advice?

Rick's firm, VaMa Oak Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rick Vala based?

Rick Vala is based in Doylestown, Pennsylvania.

### What does Rick specialize in?

Rick's specialties include tax planning.

### What credentials does Rick Vala hold?

Rick Vala holds the CFP credential.

### Is Rick Vala registered with the SEC?

Yes. Rick Vala is registered as an investment adviser representative in FL, LA, NH, NJ and PA (CRD 6720835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does VaMa Oak Wealth manage?

VaMa Oak Wealth reports $91.2M across 390 accounts in assets under management.

### How do I contact Rick Vala?

Through Rick's website, www.vamawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6720835): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://vamawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.