Oak Street Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Oak Street Advisors charges $350 per hour for initial or ongoing financial planning services prior to implementing the assets management fees listed below.”

Annual fee

$5,000/yr

“The minimum annual fee for any of our investment advisory services is $5,000.”

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

How Oak Street Advisors bills

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

• “If termination occurs prior to the end of a billing period, fees will be prorated in an amount equal to the portion of the fee attributable to the unprovided services and rebated to the client.”
• “Any additional services requested by the Client not covered by this agreement may be subject to additional fees that will be billed at an hourly rate not to exceed $350.00 per hour.”

How Oak Street Advisors’ fees compare

• Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Myrtle Beach that publish an hourly rate charge less.
• Its annual fee of $5,000 matches the South Carolina median of $5,000. 50% of the 22 other South Carolina planners that publish an annual fee charge less.
• None of the 2 other planners in Myrtle Beach that publish an annual fee charge less.

About Oak Street Advisors

• Firm size: 2 employees.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Business owners

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

Minimum

$5,000 minimum fee (stated in brochure)

Clients

155

Employees

2

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, pension consulting, and newsletters and publications

Assets managed

$126,212,626

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139400

Website

oakadvisors.com (opens in new tab)

Phone

(843) 946-9868

Can advise clients in 3 states: Georgia, North Carolina, South Carolina

Other planners in Myrtle Beach that publish fees

• Carolina Wealth AdvisorsMyrtle Beach$500⁠-⁠$1,000/hr, $500⁠-⁠$1,000
• Coast Wealth Management Group, LLCMyrtle Beach$150/hr, $500⁠-⁠$8,000
• Marshall FinancialMyrtle Beach$150/hr, $1,500
• Mecklenburg Financial GroupMyrtle Beach$250/hr
• Premier Financial Solutions, LLCMyrtle Beach$1,495
• Resettle WealthMyrtle Beach$10,000, $10,000/yr

Compare all 9 planners in Myrtle Beach