Firm
Oakbourne Advisors
Berkeley Heights, New Jersey
Fee-only
Oakbourne Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 10 employees and 437 individual clients, 95 of them high net worth.
- Its average account is about $325,000 (assets it manages divided by its 1,072 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Berkeley Heights, New Jersey |
|---|---|
| Website | oakbourneadvisors.com |
| Phone | (908) 850-9991 |
Oakbourne Advisors fees
Oakbourne 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $348 million |
| Individual clients | 342 |
| High-net-worth clients | 95 |
| Accounts managed | 1,072 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-121388) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 129112 |
Advisors at this firm (5)
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