William Driscoll
Oak Family Advisors · Chicago, Illinois
William Driscoll is a fee-only financial advisor at Oak Family Advisors in Chicago, Illinois, who holds the CFP and CFA credentials. Oak Family Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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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 | CFP · CFA |
| SEC registration | Investment adviser representative in IL · CRD 2834578 |
| Exams passed | Series 63 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ofallc.com |
How William's firm compares
- Oak Family Advisors's average account is about $728,000, from its Form ADV (assets managed divided by 853 accounts).
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Questions about William
Is William Driscoll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Oak Family Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Driscoll based?
William Driscoll is based in Chicago, Illinois.
What credentials does William Driscoll hold?
William Driscoll holds the CFP and CFA credentials.
Is William Driscoll registered with the SEC?
Yes. William Driscoll is registered as an investment adviser representative in IL (CRD 2834578), 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 William Driscoll?
Through William'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.
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