Firm
White Oak Wealth Partners
Raleigh, North Carolina
Fee-only
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | whiteoakwealthpartners.com |
| Phone | (919) 858-6490 |
White Oak Wealth Partners fees
White Oak Wealth Partners 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 |
|---|---|
| Assets managed | $110 million |
| Individual clients | 46 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 317324 |