Oak Street Advisors

Oak Street Advisors at a glance

• One of 131 fee-only firms based in South Carolina in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 155 individual clients, 40 of them high net worth.
• Its average account is about $231,000 (assets it manages divided by its 547 accounts).

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

Facts

Oak Street Advisors fees

Oak Street Advisors 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 (2)

• Bryan Taylor

  CFP

• Ryan Cooper