Firm
Oak Root
Santa Barbara, California
Fee-only
Oak Root at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 17 individual clients, 8 of them high net worth.
- Its average account is about $8.9 million (assets it manages divided by its 103 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Barbara, California |
|---|---|
| Website | oakrootllc.com |
| Phone | (805) 395-9767 |
Oak Root fees
Oak Root 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 |
|---|---|
| Assets managed | $920 million |
| Individual clients | 9 |
| High-net-worth clients | 8 |
| Accounts managed | 103 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-100400) |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 246788 |