Firm
Red Oak Financial Group
Towson, Maryland
Fee-only
Red Oak Financial Group at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 20 employees and 1,051 individual clients.
- Its average account is about $552,000 (assets it manages divided by its 1,885 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Towson, Maryland |
|---|---|
| Website | comptonfinancial.com |
| Phone | (410) 321-0168 |
Red Oak Financial Group fees
Red Oak Financial Group 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 | $1.0 billion |
| Individual clients | 1,051 |
| Accounts managed | 1,885 |
| Employees | 20 |
| Planning clients | 0 |
| Registered with | The SEC (801-80860) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 166912 |