Live Oak Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“These fees are negotiable but range from $500 to $150,000 on a fixed fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$500⁠-⁠$150,000

From the same sentence as above.

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

How Live Oak Private Wealth, LLC bills

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

• “If an agreement is executed on a date other than the first date of a calendar quarter, the initial payment will be prorated for the number of days remaining in that quarter.”
• “The fees will be due on the first day of the quarter, paid in advance.”
• “Some accounts may have alternate billing arrangements such as billing in arrears or billing based on average daily balance.”

How Live Oak Private Wealth, LLC’s fees compare

• Its hourly rate of $250-$500 spans the North Carolina median of $300. 77% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $500-$150,000 spans the North Carolina median of $4,800. 99% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 8 of the 8 other planners in Wilmington that publish a flat or project fee charge less.

About Live Oak Private Wealth, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2018 (8 years).

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

Clients

476

Employees

12

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,320,408,330

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297904

Website

instagram.com/liveoakprivatewealth (opens in new tab)

Phone

(844) 469-5679

Can advise clients in 6 states: Florida, Georgia, North Carolina, South Carolina, Texas, Virginia

Other planners in Wilmington that publish fees

• Ascendor Wealth, LLCWilmington$2,000, $500/qtr
• Counterweight Private WealthWilmington$2,500⁠-⁠$50,000
• Dovetail Financial Group LLCWilmington$300/hr, $2,500⁠-⁠$7,500
• Lumina Wealth Management, LLCWilmington$100⁠-⁠$250/hr, $500⁠-⁠$5,000
• Masonboro AdvisorsWilmington$250/hr
• Rock Financial Planning, LLCWilmington$200/hr, $5,000/yr

Compare all 15 planners in Wilmington