First Oak Wealth Management

First Oak Wealth Management at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 3 employees and 149 individual clients, 80 of them high net worth.
• Its average account is about $715,000 (assets it manages divided by its 442 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

First Oak Wealth Management fees

First 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

Advisors at this firm (1)

• Ryan Thomsen