West Oak Wealth fees and pricing
Financial planner in Weatherford, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, West Oak Wealth charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“We charge a fixed fee ranging from $1,000-$5,000.00 for Project-Based Financial Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How West Oak Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid quarterly in arrears, ranging from $500 to $3,000.00.”
How West Oak Wealth’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Oklahoma median of $2,875. 51% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
About West Oak Wealth
“We offer Investment Management, Financial Planning, Retirement Plan Consulting 3 (21) and 3 (38).”
- Principal: Gerald Anderson
- Firm size: 3 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 46
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $24,139,168
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329170
- Phone
- (580) 302-6700
Other planners in Oklahoma that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Arrow Investment Management LLCOklahoma City$150/hr
- Aspen Wealth Planners LLCBroken Arrow$250/hr
- Axion Capital Markets, LLCOklahoma City$125-$150/hr
Is something on this page wrong or out of date?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.