Oak Summit Wealth Management, Inc. fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Oak Summit Wealth Management, Inc. charges a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500/qtr
“Our minimum fee is $2500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oak Summit Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Oak Summit Wealth Management, Inc.’s advisory fees are payable quarterly at the end of the quarter.”
- “We also have some clients who pay their fees by invoice.”
- “Upon notice of termination, Oak Summit Wealth Management, Inc. will provide the client with a final invoice for services provided through the date of termination.”
About Oak Summit Wealth Management, Inc.
“Other Business Activities Oak Summit Wealth Management, Inc.’s sole business is providing investment advice and financial services to clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Founded: 1962 (64 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
- 1.5% a year
- Clients
- 91
- 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
- $82,013,195
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334753
- Phone
- (951) 491-3538
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date?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.