Crystal Oak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,541
Clients
5
Advisors
1
of 1 employees
About
Crystal Oak Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, and business entities, and also serves as an ERISA 3(21) advisor for qualified retirement plans. Services span ongoing asset management, full and consultative financial planning, and limited‑scope pension plan consulting for 401(k), cash balance and similar plans.
The firm implements client strategies using a mix of fundamental, technical and charting analysis and may deploy model portfolios and third‑party money managers, including subscribing to model portfolios through a third‑party model marketplace. Client relationships include scheduled plan delivery, periodic account reviews and the ability to impose investment restrictions; the firm administers account oversight and monitoring on a discretionary basis.
What is distinctive is the firm’s combination of a very small, solo‑practitioner practice with the uncommon offering of limited‑scope ERISA/pension consulting, including assistance with investment policy statements and plan monitoring that many peers of similar size do not provide. The firm also participates in a model marketplace, discloses outside insurance activities that could create conflicts of interest, and does not vote client proxies (clients receive and vote their own proxies).
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $4,000 to $10,000; Ongoing financial planning at $200 per month
$0 - $1,000,000: 0.80% annually $1,000,000.01 - $2,500,000: 0.70% annually $2,500,000.01 - $10,000,000: 0.60% annually Over $10,000,000+: 0.50% annually
Advisors may receive commissions for insurance products sold; separate from advisory fees
$100 per hour for financial planning services
Ongoing financial planning charged at a fixed monthly fee of $200
Fee-only: Hourly: $100 per hour; Fixed fees: minimum $4,000 up to $10,000; Ongoing financial planning: $200 per month
Main office
Rogers AR
Advisors at this office
1
Most active in
Arkansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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