Firm
Oak Summit Wealth Management
San Diego, California
Fee-only
Oak Summit Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 91 individual clients, 29 of them high net worth.
- Its average account is about $328,000 (assets it manages divided by its 250 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | oaksummit.com |
| [email protected] | |
| Phone | (951) 491-3538 |
Oak Summit Wealth Management fees
Oak Summit Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 62 |
| High-net-worth clients | 29 |
| Accounts managed | 250 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 334753 |