Terrence Wilson
Oak Family Advisors · Chicago, Illinois
Terrence Wilson is a fee-only financial advisor at Oak Family Advisors in Chicago, Illinois, who holds the CFA credential. Oak Family Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Terrence →
Facts
| Firm | Oak Family Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $621M across 853 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 4883545 |
| Exams passed | Series 65 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ofallc.com |
How Terrence's firm compares
- Oak Family Advisors's average account is about $728,000, from its Form ADV (assets managed divided by 853 accounts).
Request an introduction to Terrence
Tell Terrence a little about what you're looking for. Terrence 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 Terrence
Is Terrence Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrence holds no broker registration, and Oak Family Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terrence charge for financial advice?
Terrence's firm, Oak Family Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terrence Wilson based?
Terrence Wilson is based in Chicago, Illinois.
What credentials does Terrence Wilson hold?
Terrence Wilson holds the CFA credential.
Is Terrence Wilson registered with the SEC?
Yes. Terrence Wilson is registered as an investment adviser representative in IL and TX (CRD 4883545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Family Advisors manage?
Oak Family Advisors reports $621M across 853 accounts in assets under management.
How do I contact Terrence Wilson?
Through Terrence's website, www.ofallc.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
- Oak Family 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.
See something wrong? Request a correction. Read our methodology.