Firm
VaMa Oak Wealth
Doylestown, Pennsylvania
Fee-only
VaMa Oak Wealth at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 117 individual clients, 36 of them high net worth.
- Its average account is about $234,000 (assets it manages divided by its 390 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Doylestown, Pennsylvania |
|---|---|
| Website | vamawealth.com |
| [email protected] | |
| Phone | (215) 809-2011 |
VaMa Oak Wealth fees
VaMa Oak 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $91 million |
| Individual clients | 81 |
| High-net-worth clients | 36 |
| Accounts managed | 390 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129006) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 328023 |