Oaks Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fixed fee rates range from $3,000 to $5,000 Our hourly rate is $300 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

Flat or project fee

$3,000⁠-⁠$5,000

From the same sentence as above.

Annual fee

$5,000⁠-⁠$10,000/yr

“The minimum annual fee is $5,000 and the maximum annual fee is $10,000.”

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

How Oaks Wealth Management bills

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

• “Advice / Planning Fee + Asset Management Fee (In House or Held Away) Held Away accounts are billed at different rates based on the available selection of securities (Limited or Custom).”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Oaks Wealth Management’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 33 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 spans the Texas median of $3,850. 51% of the 401 other Texas planners that publish a flat or project fee charge less.
• 24 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $5,000-$10,000 spans the Texas median of $6,000. 58% of the 106 other Texas planners that publish an annual fee charge less.
• 11 of the 16 other planners in Houston that publish an annual fee charge less.

About Oaks Wealth Management

• Principal: Jonathan Kolmetz
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

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

0.75% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

42

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$30,434,840

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309759

Website

oakswealthmanagement.com (opens in new tab)

Phone

(281) 888-9085

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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