Red Oak Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Hourly engagements are at a rate of $150 to $500 per hour.”

Flat or project fee

$1,500⁠-⁠$15,000

“Fixed fee engagements range from $1,500 to $15,000.”

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

How Red Oak Financial Group bills

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

• “Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How Red Oak Financial Group’s fees compare

• Its hourly rate of $150-$500 spans the Maryland median of $300. 53% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 5 other planners in Towson that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the Maryland median of $4,335. 89% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Towson that publish a flat or project fee charge less.

About Red Oak Financial Group

• Firm size: 20 employees.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Founded: 2013 (13 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

1.5% a year

Clients

1,051

Employees

20

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$1,040,249,413

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166912

Website

linkedin.com/company/redoak-financial-group (opens in new tab)

Phone

(410) 321-0168

Can advise clients in 11 states: District of Columbia, Delaware, Florida, Louisiana, Maryland, North Carolina, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Towson that publish fees

• Chesapeake Financial AdvisorsTowson$5,000/yr
• Dyer Financial AdvisoryTowson$350/hr, $895
• Greenspring Advisors, LLCTowson$150⁠-⁠$750/hr, $2,000⁠-⁠$150,000
• Partnership Wealth ManagementTowson$1,000⁠-⁠$15,000, $400⁠-⁠$1,750/qtr
• Provision Financial PlanningTowson$325/hr, $1,500⁠-⁠$6,000
• SFG Wealth ManagementTowson$400/hr, $10,000

Compare all 15 planners in Towson