Firm
White Oaks Wealth Advisors, Inc.
Minneapolis, Minnesota
Fee-only
White Oaks Wealth Advisors, Inc. at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 219 individual clients, 171 of them high net worth.
- Its average account is about $2.8 million (assets it manages divided by its 222 accounts).
- Its ongoing planning fee starts at $20,000 a year, above the Minnesota median of $2,100.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | whiteoakswealth.com |
| [email protected] | |
| Phone | (612) 455-6900 |
White Oaks Wealth Advisors, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $20,000 a year |
|---|---|
| One-time plan | From $7,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Subject to a $20,000 minimum fee." source
"Subject to a $7,500 minimum fee, with an estimate based on individual circumstances and complexity, quoted in advance." source
"1.00% annual fee" source
"Our firm investment management portfolio minimum is $2,000,000, and can be waived at our discretion." source
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 | $618 million |
| Individual clients | 48 |
| High-net-worth clients | 171 |
| Accounts managed | 222 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-80576) |
| Financial planning | Offered |
| Form ADV filed | April 17, 2026 |
| SEC record | CRD 173522 |