Oakview Wealth Solutions LLC fees and pricing

Financial planner in Saint Charles, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, Oakview Wealth Solutions LLC charges $180 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are billed quarterly in advance based on the balance of the account for the previous quarter.”
“Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
“Fees are paid monthly or quarterly in arrears, ranging from $1,000 to $10,000.”

Its hourly rate of $180 is below the Missouri median of $250. 16% of the 88 other Missouri planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

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: 2% a year
Clients: 88
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $28,377,140
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 297531
Website: oakviewwealth.biz (opens in new tab)
Phone: (636) 498-4326

Is something on this page wrong or out of date?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