Red Oak Capital Advisors

Red Oak Capital Advisors at a glance

• One of 70 fee-only firms based in Idaho in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 19 individual clients.
• Its average account is about $538,000 (assets it manages divided by its 19 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Red Oak Capital Advisors fees

Red Oak Capital 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

Advisors at this firm (1)

• James Minor

  CFP