Oak Wealth Advisors LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 182 individual clients, 115 of them high net worth.
- Its average account is about $686,000 (assets it manages divided by its 545 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Illinois median of $5,000.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Northbrook, Illinois |
|---|---|
| Website | oakwealth.com |
| [email protected] | |
| Phone | (847) 945-8888 |
Questions about Oak Wealth Advisors LLC
How much does Oak Wealth Advisors LLC charge?
Oak Wealth Advisors LLC publishes these prices: ongoing planning: from $5,000 a year; asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Oak Wealth Advisors LLC paid?
Oak Wealth Advisors LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Oak Wealth Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Oak Wealth Advisors LLC, and 2 hold the CFP.
What is the average account at Oak Wealth Advisors LLC?
Oak Wealth Advisors LLC's average account is about $686,000. That's the assets on its Form ADV divided by its 545 accounts.
Oak Wealth Advisors 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"First $1 million………………………0.90%" source
"Our minimum fee is $1,250/quarter." source
"Our minimum fee is $1,250/quarter." source
"Our fees are earned based on the amount of assets we are managing using this schedule" 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 · Fixed fees |
|---|---|
| Assets managed | $374 million |
| Individual clients | 67 |
| High-net-worth clients | 115 |
| Accounts managed | 545 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110588) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 148832 |