Oak Peak Financial fees and pricing
Financial planner in Menlo Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Oak Peak Financial charges a flat or project fee of $1,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$6,000
“Project-based engagements are assessed fixed fees that range from $1,000 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oak Peak Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “These fees will be billed quarterly, in arrears, per the following table.”
- “Advisory fees for partial quarters will be prorated based on the remaining days in the reporting period in which our firm services the account.”
How Oak Peak Financial’s fees compare
- Its flat or project fee of $1,000-$6,000 spans the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in Menlo Park that publish a flat or project fee charge less.
About Oak Peak Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Tax planning
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% a year
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $21,929,583
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226668
- Phone
- (650) 434-6600
Other planners in Menlo Park that publish fees
- BKB Financial Advisors, LLCMenlo Park$150-$450/hr
- Branch & Bloom Financial Planning, LLCMenlo Park$275/hr, $2,500-$8,000
- Clearpath Capital Partners LLCMenlo Park$350/hr
- Echo Advisory LLCMenlo Park$2,400-$5,000
- MezziMenlo Park$1,499/yr
- Nelson Capital Management, LLCMenlo Park$500/hr
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.