Firm
Oakleigh Wealth Services
Crozet, Virginia
Fee-only
Oakleigh Wealth Services at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 51 individual clients, 31 of them high net worth.
- Its average account is about $399,000 (assets it manages divided by its 257 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Virginia median of $4,992.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Crozet, Virginia |
|---|---|
| Website | oakleighwealth.com |
| [email protected] | |
| Phone | (434) 422-5220 |
Oakleigh Wealth Services 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 · One-time plans or projects |
In the firm's words
"For an individual" source
"$12,000" source
"We charge a flat annual fee based on complexity and services you need, not the size of your accounts." source
"We charge a flat annual fee based on complexity and services you need, not the size of your 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 20 |
| High-net-worth clients | 31 |
| Accounts managed | 257 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-137086) |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 323914 |