Three Oaks Wealth fees and pricing
Financial planner in Gold River, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 1, 2026, Three Oaks Wealth charges $150-$500 an hour, a flat or project fee of $500-$25,000, and an annual fee of $5,000-$45,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“Alternatively, clients seeking hourly project work are billed at the rate of $150 - $500 per hour, depending on the level & scope of work, and professional rendering the services.”
- Flat or project fee
- $500-$25,000
“One-time projects are assessed a flat fee, varying from $500 - $25,000, or billed at an hourly rate of $250.”
- Annual fee
- $5,000-$45,000/yr
“Fees for financial planning services depend on the complexity of the client’s situation and typically range from $5,000 to $45,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Three Oaks Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is paid either quarterly or monthly, at the discretion of the client, and is collected in advance.”
- “All financial planning fees are negotiable.”
- “Three Oaks will notify the Client electronically 30 days in advance of any fee increase.”
How Three Oaks Wealth’s fees compare
- Its hourly rate of $150-$500 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.
- Its annual fee of $5,000-$45,000 spans the California median of $6,250. 92% of the 224 other California planners that publish an annual fee charge less.
About Three Oaks Wealth
“Three Oaks provides financial planning, investment management, retirement plan services, and pension consulting services to a variety of entities. Three Oaks offers comprehensive financial planning services focused on helping clients organize and optimize their finances.”
- Principal: Grant Bledsoe
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2014 (12 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
- 1.67% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 89
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $100,005,394
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171082
- Phone
- (916) 318-4849
Can advise clients in 3 states: California, Oregon, Texas
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.