A complete list of active advisors currently associated with Royal Oak Wealth Advisors LLC

Warmer can help you find a great advisor at Royal Oak Wealth Advisors LLC or one who fits your needs even better.

Royal Oak Wealth Advisors LLC provides discretionary portfolio management primarily for individual clients, including accounts described as high net worth, and acts largely as a sub-adviser by managing Sub-advisory Accounts on behalf of unaffiliated Primary Advisers. The firm manages about $13.1 million in client assets across a small client base and requires a minimum account size of $100,000 (waivable). The firm employs a rules‑based, dividend‑growth strategy that emphasizes companies that pay dividends from free cash flow and have a history of increasing payouts, and it typically purchases securities with a longer‑term horizon (generally longer than one year). In its operating model the Primary Adviser remains responsible for initial and ongoing suitability determinations and client support while Royal Oak executes discretionary trades and performs semi‑annual portfolio reviews. What distinguishes Royal Oak from many peers is its business structure and affiliations: the firm’s owners are independent insurance agents who may receive commission compensation for insurance sales and also serve as investment adviser representatives of Royal Oak Financial Advisors, LLC, arrangements disclosed in Item 10 of the brochure. The firm also discloses performance information in its public materials and focuses on serving a small number of accounts through a sub‑advisory model rather than a broad retail advisory platform.

To learn more about the advisors currently working at Royal Oak Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.