Skyoak Wealth fees and pricing
Financial planner in Southfield, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Skyoak Wealth charges $200-$600 an hour 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
- $200-$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 $200-$600 / Hour Retainer Payable upon Commencement of Agreement 50% A retainer equal to…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Skyoak Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “SkyOak’s annual investment management fee is prorated and charged either quarterly or monthly, in advance, based upon the market value of the assets on the last day of the previous quarter or monthly assessment date.”
- “For new accounts, SkyOak charges a fee based on the value of assets placed in the account, prorated to the portion of the calendar quarter or month during which the assets were under management by the Firm.”
- “Ongoing fees are payable as invoiced and/or automatically charged annually.”
How Skyoak Wealth’s fees compare
- Its hourly rate of $200-$600 spans the Michigan median of $250. 85% of the 170 other Michigan planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Southfield that publish an hourly rate charge less.
About Skyoak Wealth
“We offer wealth management, investment management, comprehensive financial planning, retirement plan advisory, financial consultation and family office services to our clients through our advisory representatives.”
- Principal: Jeremy Brandt
- Firm size: 7 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.48% a year
- Clients
- 428
- Employees
- 7
- 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 businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $692,739,420
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299564
- Phone
- (248) 348-6500
Can advise clients in 9 states: Arizona, California, Florida, Indiana, Michigan, Nevada, Ohio, Texas, Virginia
Other planners in Southfield that publish fees
- Antonio Stokes AdvisorsSouthfield$250/hr, $350
- Center for Financial Planning IncSouthfield$2,500-$4,000
- Reliance Capital Holdings, LLCSouthfield$200/hr
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
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.