Oak Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“Similar advisory services may be available from other investment advisers for similar or lower fees. 7 FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) The Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $10,000 on a fixed fee basis, and from $200 to $350 on an…”

Flat or project fee

$1,000⁠-⁠$10,000

From the same sentence as above.

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

How Oak Advisors, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter, including accrued interest.”
• “Upon termination, the Registrant shall refund the prorated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Oak Advisors, LLC’s fees compare

• Its hourly rate of $200-$350 spans the South Carolina median of $250. 54% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Bluffton that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the South Carolina median of $3,000. 68% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Bluffton that publish a flat or project fee charge less.

About Oak Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2005 (21 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

163

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$284,739,465

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137192

Website

oakadvisors.net (opens in new tab)

Phone

(843) 757-9339

Can advise clients in 6 states: Georgia, Louisiana, North Carolina, New York, South Carolina, Texas

Other planners in Bluffton that publish fees

• Coastline Complete Wealth LLCBluffton$250⁠-⁠$500/hr
• Hilton Head Wealth Advisors, LLCBluffton$75/hr
• Lang CapitalBluffton$500⁠-⁠$5,000
• Metis Wealth Management & Planning LLCBluffton$300/hr
• Silver Oak Leaf Financial Services L.L.C.Bluffton$500, $200⁠-⁠$500/mo
• Strategic Investment Solutions, LLCBluffton$150/hr

Compare all 12 planners in Bluffton