Live Oak Investment Partners fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 12, 2026, Live Oak Investment Partners charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“The minimum annual fee for any pension consultant arrangement is $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Live Oak Investment Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees are generally payable quarterly, in advance, based on the value of the account on the last day of the previous month.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “The hourly rate is based on the scope and complexity of the engagement and is negotiable.”
How Live Oak Investment Partners’ fees compare
- Its annual fee of $1,000 is below the Texas median of $6,000. 11% of the 106 other Texas planners that publish an annual fee charge less.
- 1 of the 22 other planners in Austin that publish an annual fee charge less.
About Live Oak Investment Partners
- Principal: Hostick II
- Firm size: 4 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- 1.5% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 320
- Employees
- 4
- Works with
- Individuals, high net worth individuals, investment companies, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $266,414,241
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304406
- Phone
- (512) 532-4700
Can advise clients in 5 states: California, Colorado, Florida, Georgia, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.