Oake Financial LLC fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Oake Financial LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“The fixed fee can range between $500.00 and $2,500.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oake Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.”
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
How Oake Financial LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the North Carolina median of $4,800. 15% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 2 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Oake Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 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% a year
- Clients
- 23
- 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
- $23,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316992
- Phone
- (704) 252-0275
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
Is something on this page wrong or out of date?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.