Oak Lane Advisors fees and pricing
Financial planner in Centerville, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Oak Lane Advisors charges $250-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$300/hr
“Fee will be based on an approximate hourly rate of between $250-$300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oak Lane Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annual advisory fees are charged to a client and are to be paid quarterly in arrears based on the average daily balance of the preceding calendar quarter of the client’s account.”
- “Advisory fees payable to us do not include all the fees the client will pay when we purchase or sell securities for your Account(s).”
- “Certain fees for private fund offerings , Advisory Fees While fees may be negotiable in certain situations, WN typically uses the following fee schedule.”
How Oak Lane Advisors’ fees compare
- Its hourly rate of $250-$300 is above the Utah median of $200. 73% of the 78 other Utah planners that publish an hourly rate charge less.
About Oak Lane Advisors
“Certain Investment Advisor Representatives of WN have their own legal business entities and business names as part of an RIA co-brand; however, investment advisory services of these representatives are provided through WN. 1 WN provides both asset management services and fee-based planning services.”
- Firm size: 12 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 898
- Employees
- 12
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $446,281,743
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 140612
- Phone
- (801) 335-8200
Can advise clients in 11 states: Arizona, California, Colorado, Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, Wyoming
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $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.