Oak Summit Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oak Summit Wealth Management, Inc. is a single-advisor independent registered investment adviser that provides investment management and comprehensive financial planning to individuals, small business owners, high-net-worth individuals, and trustees, overseeing roughly 91 client relationships and about $82 million in assets. Like many independent firms, it offers portfolio management for individuals and typically charges asset-based advisory fees while providing both discretionary and non-discretionary services.
The firm emphasizes customized planning and prepares written investment policy statements tailored to each client, using a buy-and-hold core complemented by occasional tactical asset-allocation adjustments and ongoing portfolio monitoring. Financial planning and tax planning are integrated into its investment management, and the firm coordinates directly with clients’ estate attorneys and tax professionals as part of its service model.
Notable distinctions include principal-level combined investment and tax credentials (CFA, CFP, and Enrolled Agent) and a stated practice focus on tax-efficient strategies and transitional planning for events such as retirement, divorce, or the death of a loved one, with specific offerings like date-of-death valuations and computation of tax basis. The firm also uses a third-party bond manager for individual bond transactions and reports a substantial asset base for a solo practitioner, which may be atypical among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee option available with typical annual minimum fee of $10,000 charged quarterly.
0.55% to 1.50% annually depending on size and complexity of the account
Account minimum: $500,000 Minimum fee: Minimum fee of $2,500 per quarter (i.e., $10,000 annually) but fees are negotiable and minimums may be waived or alternative fee arrangements applied. Fee-only: Annual flat fees typically have a minimum of $10,000 depending on size and complexity; fees are negotiable.
Main office
San Diego CA
Advisors at this office
1
Most active in
California
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
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