Oak Tree Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and financial planning to individuals and small businesses, and it also manages 403(b) retirement accounts through a Fidelity platform. It works with third‑party money managers as needed and acts as a liaison between clients and those sub‑advisors.
The firm’s investment process uses a mix of fundamental, technical, and cyclical analysis to build client‑specific investment policy statements and document risk tolerance, with discretionary authority to implement and monitor portfolios. Accounts are reviewed at least quarterly and financial planning engagements are delivered on a defined timetable (plans are typically completed within 30 days).
Distinctive aspects include regular public seminars and workshops offered at no charge to educate clients and prospects, a service that is uncommon among similar supported firms. The firm’s managing member also maintains a licensed insurance practice and spends a significant portion of time selling insurance products for which commissions are received; these insurance affiliations and any referral or sub‑advisory fee arrangements are disclosed to clients and addressed as potential conflicts of interest.
Client services
Expertise
Fee options
Less than $100,000 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually Over $5,000,001+: Negotiable
$295 per hour, negotiable based on complexity and client needs
Main office
101 N. Shoreline Blvd., Suite 304
Corpus Christi TX 78401
Advisors at this office
2
Most active in
Texas
Also doing business as
Oak Tree Wealth Management · Oak Tree 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Christopher M
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 credential with three years of industry experience. His prior work includes roles at New York Life Insurance Company and Medivita Health. Oak Tree Wealth Management provides discretionary asset management and financial planning to individuals and small businesses, including management of 403(b) retirement accounts through a Fidelity platform. The firm utilizes fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers regular public seminars and workshops at no charge.
Martin S
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.
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