Firm
Angel Oak Financial Services
Montvale, New Jersey
Fee-only
Angel Oak Financial Services at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 39 individual clients, 9 of them high net worth.
- Its average account is about $259,000 (assets it manages divided by its 117 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Montvale, New Jersey |
|---|---|
| Website | angeloakfinancial.com |
| Phone | (914) 772-2050 |
Angel Oak Financial Services fees
Angel Oak Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 30 |
| High-net-worth clients | 9 |
| Accounts managed | 117 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 175497 |
Advisors at this firm (1)
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