Oakview Wealth Solutions LLC
St. Charles, Missouri
Oakview Wealth Solutions LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 88 individual clients, 11 of them high net worth.
- Its average account is about $127,000 (assets it manages divided by its 223 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the Missouri median of $4,770.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Charles, Missouri |
|---|---|
| Website | oakviewwealth.biz |
| [email protected] | |
| Phone | (636) 498-4326 |
Questions about Oakview Wealth Solutions LLC
How much does Oakview Wealth Solutions LLC charge?
Oakview Wealth Solutions LLC publishes these prices: ongoing planning: from $1,000 a year; hourly: $180 an hour; asset-based fee: 1.25% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Oakview Wealth Solutions LLC paid?
Oakview Wealth Solutions LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Oakview Wealth Solutions LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Oakview Wealth Solutions LLC, and 2 hold the CFP.
What is the average account at Oakview Wealth Solutions LLC?
Oakview Wealth Solutions LLC's average account is about $127,000. That's the assets on its Form ADV divided by its 223 accounts.
What does Oakview Wealth Solutions LLC specialize in?
Oakview Wealth Solutions LLC's advisors and website list tax planning, retirement planning and small business owners.
Is Oakview Wealth Solutions LLC accepting new clients?
Yes, according to Oakview Wealth Solutions LLC's website, checked October 28, 2026.
Oakview Wealth Solutions 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 $1,000 a year |
|---|---|
| Hourly | $180 an hour |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"Our fee is $180/hour." source
"Our fee begins at $1,000 per annual year, billed monthly or quarterly." source
"$0-$500,000 1.25%" source
"HOURLY PLANNING $180/hr" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 77 |
| High-net-worth clients | 11 |
| Accounts managed | 223 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 297531 |
Advisors at this firm (2)
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