William Jobes
Live Oak Wealth Advisory Group · Houston, Texas
William Jobes is a fee-only financial advisor at Live Oak Wealth Advisory Group in Houston, Texas. William focuses on founders (pre-exit), estate & legacy planning and tax planning. Live Oak Wealth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
Facts
| Firm | Live Oak Wealth Advisory Group |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $5,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $155.5M across 293 accounts |
| SEC registration | Investment adviser representative in NM, TX · CRD 258753 |
| Exams passed | Series 63 (1981) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | liveoakwag.com |
How William's firm compares
- Live Oak Wealth Advisory Group's average account is about $531,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about William
Is William Jobes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Live Oak Wealth Advisory Group 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, Live Oak Wealth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does William charge?
According to Live Oak Wealth Advisory Group's website, checked October 30, 2026: a $5,000,000 asset minimum.
Where is William Jobes based?
William Jobes is based in Houston, Texas.
What does William specialize in?
William's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. William works with multi-generational families, founders and executives.
Is William Jobes registered with the SEC?
Yes. William Jobes is registered as an investment adviser representative in NM and TX (CRD 258753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Live Oak Wealth Advisory Group manage?
Live Oak Wealth Advisory Group reports $155.5M across 293 accounts in assets under management.
How do I contact William Jobes?
Through William's website, liveoakwag.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
- Live Oak Wealth Advisory Group 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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