Rick Vala
VaMa Oak Wealth · Doylestown, Pennsylvania
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.
Request an introduction to Rick →
Specialties
Facts
| Firm | VaMa Oak Wealth |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $91.2M across 390 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, NH, NJ, PA · CRD 6720835 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vamawealth.com |
| Profile |
How Rick's firm compares
- VaMa Oak Wealth's average account is about $234,000, from its Form ADV (assets managed divided by 390 accounts).
Request an introduction to Rick
Tell Rick a little about what you're looking for. Rick 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 Rick
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.
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
- VaMa Oak Wealth 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.