Sarah Huie
Oak Advisors · Bluffton, South Carolina
Sarah Huie is a fee-only financial advisor at Oak Advisors in Bluffton, South Carolina, who holds the CFP credential. Sarah focuses on retirement planning, tax planning and estate & legacy planning. Oak Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Oak Advisors |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $284.7M across 523 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 7277792 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | oakadvisors.net |
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Questions about Sarah
Is Sarah Huie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Oak Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Oak Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Huie based?
Sarah Huie is based in Bluffton, South Carolina.
What does Sarah specialize in?
Sarah's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Sarah works with multi-generational families.
What credentials does Sarah Huie hold?
Sarah Huie holds the CFP credential.
Is Sarah Huie registered with the SEC?
Yes. Sarah Huie is registered as an investment adviser representative in SC (CRD 7277792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Advisors manage?
Oak Advisors reports $284.7M across 523 accounts in assets under management.
How do I contact Sarah Huie?
Through Sarah's website, oakadvisors.net.
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
- Oak Advisors 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.
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