Firm
Oaks Wealth Management
Houston, Texas
Fee-only
Oaks Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 42 individual clients, 14 of them high net worth.
- Its average account is about $621,000 (assets it manages divided by its 49 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| [email protected] | |
| Phone | (281) 888-9085 |
Oaks Wealth Management fees
Oaks Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 28 |
| High-net-worth clients | 14 |
| Accounts managed | 49 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 309759 |