Oakwood Wealth Advisors LTD. fees and pricing
Financial planner in Naperville, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 1, 2026, Oakwood Wealth Advisors LTD. charges $750 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $750/hr
“Personal Investment Policy Cash Flow Gap Analysis Education Funding Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $750.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oakwood Wealth Advisors LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days written notice without penalty.”
- “Account refunds are prorated and made upon account termination.”
- “New account deposits are prorated to the next quarterly billing cycle.”
How Oakwood Wealth Advisors LTD.’s fees compare
- Its hourly rate of $750 is above the Illinois median of $273. 99% of the 215 other Illinois planners that publish an hourly rate charge less.
- 6 of the 6 other planners in Naperville that publish an hourly rate charge less.
About Oakwood Wealth Advisors LTD.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 51
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $30,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164656
- Phone
- (630) 560-1500
Other planners in Naperville that publish fees
- DHJJ Financial AdvisorsNaperville$150-$495/hr
- HK Private Client, LLCNaperville$500/hr
- Kadisak Financial Services, Inc.Naperville$350
- Lantz Financial LLCNaperville$1,000/yr
- Left Brain Wealth Management, LLCNaperville$600/hr, $499
- Nexjenn Financial ServicesNaperville$5,500-$10,000, $450-$835/mo
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.