Red Oak Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly fee is $350.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000.”

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

How Red Oak Advisors LLC bills

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

• “Management fees are negotiable and will be detailed in our Client Agreement.”
• “Fees are billed on a pro-rata 6 annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Our asset management fee is charged pro-rata quarterly in advance based on the value of your account on the last day of the previous quarter.”

How Red Oak Advisors LLC’s fees compare

• Its hourly rate of $350 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Memphis that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Tennessee median of $3,000. 73% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Memphis that publish a flat or project fee charge less.

About Red Oak Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1% a year

Clients

61

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$4,850,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288289

Website

redoakadvisorsllc.com (opens in new tab)

Phone

(901) 258-4914

Can advise clients in 2 states: Mississippi, Tennessee

Other planners in Memphis that publish fees

• Brandon Financial Planning, Inc.Memphis$500/hr
• Cothran Capital, LLCMemphis$300/hr, $495
• Crest Private Wealth, LLCMemphis$500⁠-⁠$600/hr, $1,000⁠-⁠$40,000
• Dogwood Financial PlanningMemphis$300/hr, $500
• Eaglestrong FinancialMemphis$200/hr, $100⁠-⁠$500/mo
• Envision Financial Planning, LLCMemphis$500/hr

Compare all 26 planners in Memphis