Oak Park Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oak Park Wealth Management serves individual and high‑net‑worth clients, providing fee‑only, fiduciary financial advice that includes discretionary investment management, comprehensive financial planning, and project‑based consulting. Its services encompass portfolio construction and ongoing oversight as well as planning support covering retirement, tax, estate and risk‑management matters and referrals to other specialists.
The firm follows a primarily long‑term, discretionary approach to portfolio management using diversified mutual funds, ETFs, individual equities and bonds, with research driven by fundamental, technical and cyclical analysis. To address specific objectives or market conditions it may use shorter‑term trades, allocate to unaffiliated money managers, and employ instruments or strategies such as option contracts, limited partnership investments, margin borrowing and, in limited cases, short selling.
Distinctive elements for a solo independent adviser include managing roughly $47.7 million for a small client base while also offering consultative projects (insurance and tax reviews, expert‑witness work, and committee advising) that are less common among peers of similar size. The firm maintains an institutional custodian relationship (Schwab), does not accept commissions, and retains oversight when recommending third‑party managers.
Client services
Expertise
Fee options
Fixed fees based on estimated hours for financial planning engagements; negotiated per client.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Up to $225 per hour for financial planning services.
Fee-only: Fee-only financial advisory firm; compensated solely by client fees; no commissions or product sales.
Main office
Lakewood OH
Advisors at this office
1
Most active in
Ohio
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.
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