SkyOak Wealth

Facts

SkyOak Wealth fees

SkyOak Wealth 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 (5)

• Craig Simmons

• Don Gill III

• Jeremy Brandt

• Kenneth Brandt

• Roger Denha