PlannerFees

Skyoak Capital, Inc. fees and pricing

Financial planner in Las Vegas, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 6, 2026, Skyoak Capital, Inc. charges $300⁠-⁠$600 an hour and an annual fee of $25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300⁠-⁠$600/hr
“SkyOak’s Financial Planning & Financial Consulting Fee Schedule Initial Financial Plan $1,500- $10,000 Annual Retainer for Ongoing Financial Planning Engagement 50% of Initial Plan Cost Hourly Financial Planning or Consulting $300-$600 / Hour Retainer Payable upon Commencement of Agreement 50% 9 A retainer equal to…”
Annual fee
$25,000/yr
“We assess a minimum fee of $25,000 per year.”

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

How Skyoak Capital, Inc. bills

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

  • “SkyOak’s annual investment management fee is prorated and charged monthly, in advance, based upon the market value of the assets on the last day of the previous monthly assessment date.”
  • “Ongoing fees are payable as invoiced and/or automatically charged annually.”

How Skyoak Capital, Inc.’s fees compare

  • Its hourly rate of $300-$600 is above the Nevada median of $300. 77% of the 64 other Nevada planners that publish an hourly rate charge less.
  • 19 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
  • Its annual fee of $25,000 is above the Nevada median of $8,000. 69% of the 16 other Nevada planners that publish an annual fee charge less.
  • 5 of the 9 other planners in Las Vegas that publish an annual fee charge less.

About Skyoak Capital, Inc.

“SkyOak offers Private Wealth Management, Asset Management, and Corporate Retirement Services. As wealth management advisors, we provide a range of investment and planning solutions for individuals, families, corporations, private funds, retirement funds, endowments and foundations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Founded: 2010 (16 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

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% a year
Minimum
$25,000 minimum fee (stated in brochure)
Clients
236
Employees
5
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed
$219,242,758
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
154248
Website
twitter.com/skyoak (opens in new tab)
Phone
(800) 971-8070

Can advise clients in 7 states: California, Nebraska, New Hampshire, Nevada, Oregon, Texas, Washington

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