Oak Harbor Wealth Partners

Oak Harbor Wealth Partners at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 4 employees and 249 individual clients, 108 of them high net worth.
• Its average account is about $253,000 (assets it manages divided by its 1,140 accounts).

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

Facts

Oak Harbor Wealth Partners fees

Oak Harbor Wealth Partners 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 (3)

• Brian Carroll

  CFP

• David Clark

• William Hesmer

  CFP