Firm
BentOak Capital
Weatherford, Texas
Fee-only
Facts
| Based in | Weatherford, Texas |
|---|---|
| Website | bentoakcapital.com |
| Phone | (817) 550-6750 |
BentOak Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"A Minimum $1,000,000 of Investable Assets" source
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 · Fixed fees |
|---|---|
| Assets managed | $970 million |
| Individual clients | 488 |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 173563 |
Advisors at this firm (19)
-
Adam Strahan
-
Alan Bunn
CFP
-
Brandon Garrett
CFP
-
Calynn Mullins
-
Christopher Browning
CFP
-
David Garrett
CFP
-
Hayden Hill
CFP
-
James Sargent
CFP
-
Jason McGarraugh
CFP
-
Keith Trent
CFP · ChFC
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Kimberly Cushman
-
Laura Werner
CFP
-
Madison Wallace
CFP
-
Marley Wood
CFP
-
Michael Cochran
CFP
-
Nathaniel Harness
CFP
-
Samuel Webb
-
Tanner Castle
CFP
-
Terin Rundus