Oakensense fees
Financial planner in Clermont, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 2, 2026, Oakensense (Clermont, FL) charges a flat or project fee of $3,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change.
- Flat or project fee
- $3,500
Below the Florida median of $4,200; 42% of the 160 other planners in Florida that publish a flat or project fee charge less.
“This is a one-time fixed fee of $3,500 due upon engagement (that is, signing the advisory agreement).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Oakensense bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This is a fixed fee of $875, paid monthly in arrears.”
- “Billing The Initial Onboarding Fee will be paid by electronic funds transfer using a secure third-party payment processor (such as AdvicePay), through which you will securely input your banking information.”
- “The Ongoing Monthly Fee is billed monthly in arrears, with the first payment due on or about the 1st or 16th of the month after your Anniversary Date (per the schedule shown above).”
About Oakensense
“We offer Comprehensive Wealth Planning and Investment Management Services, which combine both ongoing Financial Planning and Investment Management Services for one fee.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 29, 2026
- CRD number
- 343474 (opens in new tab)
- Phone
- (407) 436-9270
More planners in Florida that publish fees
- MMBG Investment Advisors Co.MiamiFlat $1,000-$20,000
- Digital Asset Investment ManagementPalm Beach GardensHourly $150-$1,000/hr, Flat up to $5,000
- BayView Financial PlanningLutzHourly $375/hr, Flat $1,500-$12,000
- Hivest Financial LLCTampaHourly up to $250/hr
- Financial Planning Office of Stephen Overstreet, P.A.Winter ParkHourly $150/hr
- Family and Money MattersCoral GablesHourly $350/hr, Flat from $2,500
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.