Oak Capital Advisors, LLC fees
Financial planner in Mount Pleasant, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Oak Capital Advisors, LLC (Mount Pleasant, SC) charges an annual fee from $2,000 for financial planning.
- Website: oakcapitaladvisor.com (opens in new tab)
- Call (843) 284-0798
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change.
- Annual fee
- From $2,000/yr
Starts at $2,000; the South Carolina median is $11,800.
“There is a minimum annual retainer fee of $2,000 at the discretion of the firm to negotiate fees that are lower than the standard fee shown or to waive fees.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Oak Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 99
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $62.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 27, 2026
- CRD number
- 285091 (opens in new tab)
- Phone
- (843) 284-0798
Other planners in Mount Pleasant that publish fees
- JP Wealth Management, Inc.Mount PleasantHourly $200/hr
- Kingsley FinancialMount PleasantHourly $500/hr, Annual $3,600-$20,000/yr
- Sweetgrass Financial Planning, LLCMount PleasantHourly $250-$500/hr, Flat $250-$800
- Black Dog Financial Planning LLCMount PleasantHourly $250/hr, Monthly $149-$449/mo
- GWA WealthMount PleasantHourly $200/hr, Flat $1,250
- Gordon FinancialMount PleasantHourly $150/hr, Flat $500
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.