Firm
Crystal Oak Wealth Management
Rogers, Arkansas
Fee-only
Crystal Oak Wealth Management at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $20,000 (assets it manages divided by its 6 accounts).
Facts
| Based in | Rogers, Arkansas |
|---|---|
| Website | crystaloakwealth.com/lander |
| Phone | (817) 896-4061 |
Crystal Oak Wealth Management fees
Crystal Oak Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| Accounts managed | 6 |
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 339554 |