Oak Street Advisory Group, LLC
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About
Oak Street Advisory Group, LLC provides personalized investment advisory services to individual and high-net-worth clients, offering financial planning, consulting, and both discretionary and non-discretionary portfolio management. Engagements typically begin with a complimentary initial consultation and result in a written financial plan or an ongoing management relationship with continuous portfolio supervision.
The firm’s investment process combines fundamental analysis with principles of modern portfolio theory to build diversified portfolios using mutual funds and ETFs, and it performs formal account reviews at least annually. It offers planning on an hourly or retainer basis, manages account custody through recommended custodians, and evaluates retirement-rollover decisions by comparing plan features, fees, and tax considerations.
What is uncommon for a firm of this size is the inclusion of educational seminars and workshops for clients and prospects, indicating an emphasis on group education in addition to individual advice. The brochure also reflects a relatively large assets-under-management level supported by a small advisory team and a practice that accepts clients without a formal account minimum, and the firm does not participate in wrap fee programs.
Client services
Expertise
Fee options
Financial and retirement planning fees range from $500 to $3,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
$350 per hour for financial planning and consulting services
Minimum fee: Minimum quarterly fee of $1,000 on portfolio management services Fee-only: Financial planning and consulting services hourly rate of $350; fixed fees for financial and retirement planning services range from $500 to $3,000 depending on the complexity
Main office
Nevada City CA
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Coolbaugh, Meghan Michele · Meghan Coolbaugh, Cfp · Oak Street Advisory Group · Oak Street Advisory Group, 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
Aileen D
CFP®, Series 65
Nevada City, CA
Oak Street Advisory Group, LLC
Aileen Danley is a CFP® and holds a Series 65 license with 11 years of experience in financial advising. She has worked at Oak Street Advisory Group since 2018 and previously was with Warren Street Wealth Advisors and ZEIDERS Enterprises. Oak Street Advisory Group provides personalized financial planning, consulting, and portfolio management services to individual and high net worth clients. The firm applies fundamental analysis and Modern Portfolio Theory principles, managing portfolios primarily through mutual funds and ETFs with an emphasis on portfolio construction and asset allocation.
Meghan C
CFP®
Nevada City, CA
Oak Street Advisory Group, LLC
Meghan Coolbaugh is a CFP® professional at Oak Street Advisory Group, LLC with 11 years of industry experience. She has worked with Oak Street Advisory Group since 2016 and previously was with Duttenhofer Advisory Group. Outside of financial advising, she has been involved with Forza Pilates for 14 years. Oak Street Advisory Group provides personalized investment advisory services to individual and high-net-worth clients, combining fundamental analysis and modern portfolio theory to build diversified portfolios primarily using mutual funds and ETFs. The firm offers financial planning, consulting, and portfolio management, with an emphasis on both individual advice and educational seminars for clients and prospects.
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