Oak Park Wealth Management LLC fees
Financial planner in Lakewood, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Oak Park Wealth Management LLC (Lakewood, OH) charges up to $225 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change.
- Hourly rate
- Up to $225/hr
Capped at $225, at or below the Ohio median of $250.
“Hourly engagements are charged at a rate up to $225 per hour.”
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
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2015 (11 years)
How Oak Park Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
About Oak Park Wealth Management LLC
- Founded: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $47.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 5, 2026
- CRD number
- 195511 (opens in new tab)
- Phone
- (440) 305-0410
Other planners in Lakewood that publish fees
- Westlake AdvisorsLakewoodHourly $250/hr, Annual $2,000-$30,000/yr
More planners in Ohio that publish fees
- Columbus Wealth ManagementDublinHourly $500/hr, Flat from $6,000
- Live and Give FinancialCincinnatiHourly $350/hr, Flat $1,000-$10,000
- Alexander Financial Planning, Inc.ColumbusFlat $350-$500, Annual $3,000-$7,000/yr
- Accountable Financial Planning LLCWestervilleHourly from $200/hr, Annual $2,500/yr
- Cognition Financial LLCDublinHourly $250/hr, Flat $500-$6,000
- Allied Planning PartnersBataviaFlat $750, Annual $4,000/yr
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.