Oak Harbor Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$245,649,579
Clients
249
Advisors
3
across 2 offices
About
Oak Harbor Wealth Partners (Hesmer Wealth Management, LLC d/b/a Oak Harbor) is an SEC‑registered investment adviser that provides portfolio management, financial planning and consulting, institutional consulting, and pension and retirement plan (ERISA) consulting. The firm also offers third‑party manager referrals and oversight, limited engagements for plan participants, and educational seminars as part of its service menu.
The firm’s client relationships begin with a documented suitability process and, when appropriate, an Investment Policy Statement; portfolios are constructed using diversified model allocations, long‑term purchase and periodic rebalancing strategies, and may be implemented either directly or through unaffiliated third‑party money managers after due diligence. Oak Harbor also discloses its ERISA fiduciary role for retirement accounts, adheres to PTE 2020‑02 impartial conduct standards, and provides both discretionary and non‑discretionary management with ongoing TPMM monitoring.
What distinguishes Oak Harbor from many supported peers is its emphasis on institutional and retirement‑plan work—plan‑level ERISA consulting and participant‑level limited engagements—rather than a primary focus on retail individual (non‑HNW or HNW) clients, and its operation as a d/b/a of Hesmer Wealth Management with affiliations to other advisory entities. The adviser is newly SEC‑registered (2026) and incorporates third‑party technology to monitor held‑away participant accounts and to support TPMM oversight, reflecting an implementation model centered on manager selection and institutional plan services.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fixed fees generally range from $5,000 to $30,000
$0+: up to 1.00% annually (maximum annual advisory fee) $2,000,000+: maximum annual advisory fee of 1.00% for institutional consulting services, subject to negotiation
$200/hr to $500/hr for financial planning and consulting services
Main office
See officeRaleigh NC
Advisors at this office
2
Most active in
California · Florida · Indiana · North Carolina · Ohio · Texas · Virginia
Also doing business as
Hesmer Wealth Management LLC · Oak Harbor Wealth Partners
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.
Advisors at this firm
Brian C
CFP®, Series 66
Carmel, IN
Oak Harbor Wealth Partners
Brian Carroll is a CFP® with eight years of industry experience. He is currently associated with Oak Harbor Wealth Partners and has previously worked at Raymond James and Major League Soccer. His background includes over a decade in professional sports prior to his financial advisory career. Oak Harbor Wealth Partners is an SEC-registered investment adviser that specializes in institutional and retirement-plan consulting, offering portfolio management, financial planning, and educational services. The firm emphasizes ERISA consulting and uses diversified model allocations and third-party manager oversight to serve its clients.
William H
CFP®, Series 66
Raleigh, NC
Oak Harbor Wealth Partners
William Hesmer Jr. is a CFP®-designated financial advisor with over 13 years of industry experience. He is currently with Oak Harbor Wealth Partners and Hesmer Wealth Management LLC, where he has worked since 2021 and 2026, respectively. Prior to joining Oak Harbor, he spent eight years at Raymond James & Associates. Outside of finance, Hesmer serves as a consultant to the disciplinary committee for the United Soccer League. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in portfolio management, financial planning, and ERISA consulting, with a focus on institutional and retirement-plan services. The firm employs diversified model portfolios and third-party manager oversight as part of its investment approach.
David C
Series 66
Raleigh, NC
Oak Harbor Wealth Partners
David Clark Jr. is a financial advisor with Oak Harbor Wealth Partners in Raleigh, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Oak Harbor Wealth Partners in 2026, he worked at Stifel Financial Corp and Croatan Investments. Oak Harbor Wealth Partners is an SEC-registered investment adviser specializing in institutional and retirement-plan consulting, offering services such as portfolio management, financial planning, and ERISA fiduciary oversight. The firm emphasizes plan-level consulting and uses diversified model allocations and third-party manager oversight in its investment approach.
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