# Thomas Oakes

> Thomas Oakes is a fee-only financial advisor at American Northwest Advisory Services in Palm Beach Gardens, Florida, who holds the CFP credential. American Northwest Advisory Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-oakes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** American Northwest Advisory Services
- **Based in:** Palm Beach Gardens, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $41.3M across 95 accounts
- **Credentials:** CFP
- **CRD:** 2469647 (https://adviserinfo.sec.gov/individual/summary/2469647)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, NJ, NV, OR, WA
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.americannw.com

## Frequently asked questions

### Is Thomas Oakes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and American Northwest Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, American Northwest Advisory Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Oakes based?

Thomas Oakes is based in Palm Beach Gardens, Florida.

### What credentials does Thomas Oakes hold?

Thomas Oakes holds the CFP credential.

### Is Thomas Oakes registered with the SEC?

Yes. Thomas Oakes is registered as an investment adviser representative in AZ, CA, FL, NJ, NV, OR and WA (CRD 2469647), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does American Northwest Advisory Services manage?

American Northwest Advisory Services reports $41.3M across 95 accounts in assets under management.

### How do I contact Thomas Oakes?

Through Thomas's website, www.americannw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2469647): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.