Thomas Oakes
American Northwest Advisory Services · Palm Beach Gardens, Florida
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.
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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 | $41.3M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, FL, NJ, NV, OR, WA · CRD 2469647 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.americannw.com |
How Thomas's firm compares
- American Northwest Advisory Services's average account is about $435,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Thomas
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.
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
- 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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