Oak Wealth Advisors LLC fees and pricing

Firm size: 7 employees.
Registered as an adviser: 2017 (9 years).

Financial planner in Northbrook, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Oak Wealth Advisors LLC charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “Given my financial situation, should I choose an investment advisory service? Why or why not? How will you choose investments to recommend to me? What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean? WHAT FEES WILL I PAY? Our minimum…”

Its annual fee of $5,000 is below the Illinois median of $7,500. 30% of the 77 other Illinois planners that publish an annual fee charge less.

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: 0.75% a year
Clients: 182
Employees: 7
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications
Assets managed: $373,663,197
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 148832
Website: oakwealth.com (opens in new tab)
Phone: (847) 945-8888

Is something on this page wrong or out of date?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.