Roger Denha
SkyOak Wealth · Southfield, Michigan
Roger Denha is a fee-only financial advisor at SkyOak Wealth in Southfield, Michigan. SkyOak Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Roger →
Who they serve
- Executives
- Founders
- Pre-retirees
- Retirees
- Divorced individuals
Facts
| Firm | SkyOak Wealth |
|---|---|
| Based in | Southfield, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $692.7M across 1,230 accounts |
| SEC registration | Investment adviser representative in FL, MI · CRD 2468173 |
| Exams passed | Series 63 (1994) · Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | skyoakwealth.com |
Request an introduction to Roger
Tell Roger a little about what you're looking for. Roger 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 Roger
Is Roger Denha a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and SkyOak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, SkyOak Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roger Denha based?
Roger Denha is based in Southfield, Michigan.
Is Roger Denha registered with the SEC?
Yes. Roger Denha is registered as an investment adviser representative in FL and MI (CRD 2468173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does SkyOak Wealth manage?
SkyOak Wealth reports $692.7M across 1,230 accounts in assets under management.
How do I contact Roger Denha?
Through Roger's website, skyoakwealth.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
- SkyOak 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.