Firm
Oak Road Wealth Management
Lee'S Summit, Missouri
Fee-only
Oak Road Wealth Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 100 individual clients, 9 of them high net worth.
- Its average account is about $741,000 (assets it manages divided by its 108 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Lee'S Summit, Missouri |
|---|---|
| Website | oakroadwealth.com |
| [email protected] | |
| Phone | (816) 721-9188 |
Oak Road Wealth Management fees
Oak Road 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 | $80 million |
| Individual clients | 91 |
| High-net-worth clients | 9 |
| Accounts managed | 108 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 284446 |