Firm
Live Oak Private Wealth
Wilmington, North Carolina
Fee-only
Live Oak Private Wealth at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 10 advisors are listed here; 3 of 10 hold the CFP.
- Its Form ADV reports 12 employees and 476 individual clients, 268 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 1,157 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Wilmington, North Carolina |
|---|---|
| Website | liveoakprivatewealth.com |
| Phone | (844) 469-5679 |
Live Oak Private Wealth fees
Live Oak Private Wealth 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 | $1.3 billion |
| Individual clients | 208 |
| High-net-worth clients | 268 |
| Accounts managed | 1,157 |
| Employees | 12 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113818) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 297904 |