Ryan McGuire
Oak Wealth Advisors, LLC · Madison, Wisconsin
Ryan McGuire is a fee-only financial advisor at Oak Wealth Advisors, LLC in Madison, Wisconsin, who holds the CFP and CPWA credentials. Ryan 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 | Madison, Wisconsin |
| 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 · CPWA |
| SEC registration | Investment adviser representative in WI · CRD 6061523 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | oakwealth.com |
| Profile |
How Ryan's firm compares
- Ongoing planning starts at $5,000 a year, above the Wisconsin median of $3,000 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 Ryan
Is Ryan McGuire a fee-only financial advisor?
Yes. Ryan McGuire is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Ryan 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 Ryan McGuire based?
Ryan McGuire is based in Madison, Wisconsin.
What credentials does Ryan McGuire hold?
Ryan McGuire holds the CFP and CPWA credentials.
Is Ryan McGuire registered with the SEC?
Yes. Ryan McGuire is registered as an investment adviser representative in WI (CRD 6061523), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
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 Ryan McGuire?
Through Ryan'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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