Red Oak Capital Advisors fees and pricing

Financial planner in Salmon, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 11, 2026, Red Oak Capital Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 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.

“If the client does not authorize direct debiting of its Management Fees from its account, Red Oak will invoice the client for such Management Fees.”
“Generally, financial Planning Fees are charged quarterly in arrears.”
“Fees for one-time planning engagements are charged in arrears upon completion of the project.”

Its hourly rate of $300 is above the Idaho median of $250. 60% of the 43 other Idaho planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA and EA.
Founded: 2011 (15 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: 1% a year
Clients: 19
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $10,220,455
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159665
Phone: (208) 756-2111

Can advise clients in 1 state: North Carolina

Is something on this page wrong or out of date?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