Shonty Spatola
Pacific Oak Financial Planning · Woodland Hills, California
Shonty Spatola is a fee-only financial advisor at Pacific Oak Financial Planning in Woodland Hills, California, who holds the CFP credential. Shonty charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $3,000) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Pacific Oak Financial Planning |
|---|---|
| Based in | Woodland Hills, California |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $3,000 |
| Assets under management | $7.7M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6104598 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pacoakwealth.com |
| Profile |
How Shonty's firm compares
- Ongoing planning starts at $6,000 a year, in line with the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the California median of $2,500 for fee-only firms that publish prices.
- Pacific Oak Financial Planning's average account is about $321,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Shonty
Is Shonty Spatola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shonty holds no broker registration, and Pacific Oak Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shonty charge for financial advice?
Shonty charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Shonty charge?
According to Pacific Oak Financial Planning's website, checked October 30, 2026: ongoing planning from $6,000 a year; one-time plans from $3,000.
Where is Shonty Spatola based?
Shonty Spatola is based in Woodland Hills, California.
What does Shonty specialize in?
Shonty's specialties include retirement planning and tax planning.
What credentials does Shonty Spatola hold?
Shonty Spatola holds the CFP credential.
Is Shonty Spatola registered with the SEC?
Yes. Shonty Spatola is registered as an investment adviser representative in CA and TX (CRD 6104598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Oak Financial Planning manage?
Pacific Oak Financial Planning reports $7.7M across 24 accounts in assets under management.
How do I contact Shonty Spatola?
Through Shonty's website, www.pacoakwealth.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
- Pacific Oak Financial Planning 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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