Firm
Oak Street Advisory Group, LLC
Nevada City, California
Fee-only
Oak Street Advisory Group, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 85 individual clients, 23 of them high net worth.
- Its average account is about $398,000 (assets it manages divided by its 213 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Nevada City, California |
|---|---|
| Website | oakstreetadvisory.com |
| [email protected] | |
| Phone | (949) 494-6820 |
Oak Street Advisory Group, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Flat fee |
In the firm's words
"$2,500" source
"$0 - $1,000,000 1.00%" source
"$5,000,001 - and above 0.50%" source
"$0 - $1,000,000 1.00%" source
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 | $85 million |
| Individual clients | 62 |
| High-net-worth clients | 23 |
| Accounts managed | 213 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 283444 |