Three Oaks Partners Investment Counsel

Three Oaks Partners Investment Counsel at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 2 advisors are listed here; all hold the CFA.
• Its Form ADV reports 2 employees and 19 individual clients, 3 of them high net worth.
• Its average account is about $105,000 (assets it manages divided by its 57 accounts).

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

Facts

Three Oaks Partners Investment Counsel fees

Three Oaks Partners Investment Counsel 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 (2)

• Greg Newman

  CFA

• Justin Wai

  CFA