Oakleigh Wealth Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Our hourly rate is $450.”

Flat or project fee

$500⁠-⁠$24,000

“Fixed fee rates typically range between $500 to $24,000, depending on the complexity of your financial situation.”

Annual fee

$4,500⁠-⁠$48,000/yr

“Combined Ongoing Financial Planning and Investment Management Services Our fixed fee for combined Ongoing Financial Planning and Investment Management Services typically ranges from $4,500 to $48,000 per year, depending on the complexity of your financial situation.”

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

How Oakleigh Wealth Services bills

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

• “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “For clients whose advisory agreement includes the annual fee adjustment provision described below, that consent is given in advance by executing the agreement.”
• “Fees will be billed monthly or quarterly in arrears.”

How Oakleigh Wealth Services’ fees compare

• Its hourly rate of $450 is above the Virginia median of $260. 90% of the 203 other Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$24,000 spans the Virginia median of $4,250. 87% of the 168 other Virginia planners that publish a flat or project fee charge less.
• Its annual fee of $4,500-$48,000 spans the Virginia median of $6,350. 95% of the 55 other Virginia planners that publish an annual fee charge less.

About Oakleigh Wealth Services

• Principal: Colin Page
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement 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

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

51

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$102,494,493

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323914

Website

oakleighwealth.com (opens in new tab)

Phone

(434) 422-5220

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

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