Crystal Oak Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Services are offered based on an hourly fee of $100 per hour.”

Flat or project fee

$4,000

“Services are offered based on a minimum fee of $4,000, which shall not exceed $10,000.”

Monthly fee

$200/mo

“Crystal Oak charges a non-negotiable fixed monthly fee of $200 for ongoing financial planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Crystal Oak Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts - 5- opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Crystal Oak Wealth Management, LLC’s fees compare

• Its hourly rate of $100 is below the Arkansas median of $225. None of the 34 other Arkansas planners that publish an hourly rate charge less.
• None of the 2 other planners in Rogers that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is above the Arkansas median of $3,600. 57% of the 23 other Arkansas planners that publish a flat or project fee charge less.

About Crystal Oak Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• Equity compensation
• Social Security
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$4,000 minimum fee (stated in brochure)

Clients

5

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$118,916

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339554

Website

crystaloakwealth.com/lander (opens in new tab)

Phone

(817) 896-4061

Can advise clients in 2 states: Arkansas, Texas

Other planners in Rogers that publish fees

• Five8 Financial LLCRogers$1,200⁠-⁠$6,250/yr
• Krueger Asset Management, LLCRogers$250/hr
• Providence CapitalRogersUp to $500/hr, $1,000⁠-⁠$12,000
• WillowRogers$5,000⁠-⁠$40,000/yr

Compare all 7 planners in Rogers