Oak Street Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Clients are assessed an hourly flat rate as listed in the client agreement, but not to exceed $300 per hour.”

Flat or project fee

$3,600⁠-⁠$8,200

“B) Financial Planning Fees for comprehensive financial planning or those more limited in scope, used to address one or more components of a financial plan, are assessed based on an agreed upon fixed rate, and range from $3600 to $8200.”

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

How Oak Street Investments bills

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

• “Table 5.1 Assets Managed Up to $2MM Assets over $2MM In some cases, fees are negotiable.”
• “Fees are assessed and paid quarterly in advance.”
• “Clients may pay directly via ACH to retain the full value of their investment accounts.”

How Oak Street Investments’ fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 5 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
• Its flat or project fee of $3,600-$8,200 spans the Colorado median of $5,250. 61% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.

About Oak Street Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, and ChFC®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Clients

65

Employees

1

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$125,451,478

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288019

Website

facebook.com/oakstreetinvestments (opens in new tab)

Phone

(720) 515-6822

Can advise clients in 2 states: Colorado, Delaware

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000

Compare all 29 planners in Greenwood Village