Oak Road Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,948,706
Clients
100
Advisors
3
of 3 employees
About
Oak Road Wealth Management works with individual clients — including high-net-worth households — and pension/401(k) plan sponsors, providing ongoing portfolio management, standalone one‑time financial plans, hourly consultations, and pension consulting. The firm manages approximately $80 million in client assets through a three‑advisor team and offers both ongoing wealth management and defined‑scope planning engagements.
ORWM builds customized Investment Policy Statements, applies modern portfolio theory and a long‑term trading approach, and primarily recommends ETFs while modeling outcomes with MoneyGuidePro and Monte Carlo analysis to document risk tolerance and probability of success. A notable operational feature is that a majority of the firm’s assets are managed on a non‑discretionary basis, and for retirement plan work ORWM serves as a 3(21) co‑fiduciary rather than exercising discretionary trading authority.
The brochure highlights several service options that distinguish ORWM from many peers, including live small‑group financial workshops (online, limited to 10 participants), standalone planning engagements, and hourly advice. The firm also requires clients to custody assets at Charles Schwab or Fidelity and discloses participation in Schwab’s institutional program and potential soft‑dollar benefits in support of its advisory and operational services.
Client services
Expertise
Fee options
One-Time Financial Planning standard fee generally $2,500 per engagement, Annual Planning Update $1,000; Pension Consulting fixed fee portion from $1,000 to $10,000
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
Standard hourly rate generally $500 per hour, negotiable
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for Wealth Management, automatically satisfied for accounts with $500,000 or more in assets Fee-only: Wealth Management asset-based fees; One-Time Financial Planning fees; Hourly Financial Advice fees; Pension Consulting asset-based and fixed fees; Live Financial Workshop fees
Main office
210 SW Market St
Lee's Summit MO 64063
Advisors at this office
3
Most active in
Arizona · Kansas · Missouri
Also doing business as
Oak Road Wealth · Oak Road Wealth Management · Shepard Wealth Management, LLC
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
Quick links
Advisors at this firm
Michael M
Series 66
Lee's Summit, MO
Oak Road Wealth Management
Michael Murff is a financial advisor at Oak Road Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial, among other firms. Murff is also co-owner of Luminare Aesthetics and Wellness, a med spa providing facials and aesthetic injectable services. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors. The firm manages approximately $80 million in assets using a customized approach based on modern portfolio theory, primarily recommending ETFs and focusing on both ongoing wealth management and defined-scope planning engagements.
Andrew M
Series 65
Lee's Summit, MO
Oak Road Wealth Management
Andrew Matz is a financial advisor at Oak Road Wealth Management with one year of industry experience. He holds a Series 65 license and previously worked at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory roles, he was a student at Texas Tech University and worked in the Sedalia 200 School District. Oak Road Wealth Management serves individual clients—including high-net-worth households—and pension/401(k) plan sponsors, offering portfolio management, financial planning, hourly consultations, and pension consulting. The firm uses customized Investment Policy Statements, modern portfolio theory, and primarily recommends ETFs, with a notable emphasis on non-discretionary management and co-fiduciary services for retirement plans.
Daniel S
Series 65, Series 66
Lee's Summit, MO
Oak Road Wealth Management
Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oak Road Wealth Management since 2016, following a brief tenure at Capital Investment Management, Inc. Shepard operates under the DBAs Oak Road Wealth Management and Oak Road Wealth for his activities with Shepard Wealth Management. Oak Road Wealth Management serves individual clients, including high-net-worth households, as well as pension and 401(k) plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, emphasizing customized Investment Policy Statements, modern portfolio theory, and primarily ETF-based portfolios, with a focus on non-discretionary management and 3(21) co-fiduciary retirement plan services.
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