First Oak Wealth Management, LLC fees and pricing

Financial planner in Raleigh, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 12, 2026, First Oak Wealth Management, LLC charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $1,000/hr; “The rate for HNW Planning and Consulting Services is $1,000/hour.”

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

“The Management Fee will be calculated and paid to First Oak each calendar quarter in advance based on the value of the Portfolio on the last business day of the previous calendar quarter.”
“The Management Fee for partial periods, if applicable, will be prorated based on the number of days First Oak provided advice with respect to the Portfolio in the applicable quarter.”
“Page | 5 Disclosure Brochure If assets in excess of $100,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”

Its hourly rate of $1,000 is above the North Carolina median of $300. 99% of the 177 other North Carolina planners that publish an hourly rate charge less.
23 of the 23 other planners in Raleigh that publish an hourly rate charge less.

“First Oak offers a variety of advisory services, which include financial planning and investment management services.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 149
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $316,173,544
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 288316
Website: facebook.com/firstoak (opens in new tab)
Phone: (919) 421-1555

Can advise clients in 3 states: California, North Carolina, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.