Oak Street Investments at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 65 individual clients, 29 of them high net worth.
- Its average account is about $697,000 (assets it manages divided by its 180 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Greenwood Village, Colorado |
|---|---|
| Website | oakstreetinvestments.com |
| [email protected] | |
| Phone | (720) 515-6822 |
Questions about Oak Street Investments
How much does Oak Street Investments charge?
Oak Street Investments publishes these prices: ongoing planning: from $12,000 a year. We found this on its website, checked October 28, 2026.
How is Oak Street Investments paid?
Oak Street Investments's Form ADV says it is paid by: percentage of assets, hourly, fixed fees, performance-based fees.
How many advisors does Oak Street Investments have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Oak Street Investments.
What is the average account at Oak Street Investments?
Oak Street Investments's average account is about $697,000. That's the assets on its Form ADV divided by its 180 accounts.
What does Oak Street Investments specialize in?
Oak Street Investments's advisors and website list tax planning and flat-fee planning.
Is Oak Street Investments accepting new clients?
Yes, according to Oak Street Investments's website, checked October 28, 2026.
Oak Street Investments 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.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$12,000 Annual Fee" source
"Fees Are Paid Quarterly Via ACH or From Managed Accounts" 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 · Performance-based fees |
|---|---|
| Assets managed | $125 million |
| Individual clients | 36 |
| High-net-worth clients | 29 |
| Accounts managed | 180 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-128057) |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 288019 |