A complete list of active advisors currently associated with Oakensense
Warmer can help you find a great advisor at Oakensense or one who fits your needs even better.
The firm offers combined comprehensive wealth planning and discretionary investment management services for individual clients, including high-net-worth individuals, through a single integrated advisory engagement. As a newly formed and state-registered adviser in 2026, the firm’s initial disclosure reports no assets under management. Its investment approach emphasizes evidence-based investing and Modern Portfolio Theory with a long-term focus, typically recommending diversified ETFs, mutual funds, stocks, and bonds while using asset allocation, asset location, and asset–liability matching. The firm also documents a process to transition concentrated or legacy taxable holdings toward an index- and/or rules-based strategy in a tax-aware manner to manage realized capital gains. Notably, the firm does not use percentage-of-assets-under-management fees—a less common choice among independent advisers—and instead relies on a fixed upfront and ongoing fee arrangement; it also discloses that it does not charge performance-based fees or participate in wrap programs. Clients are required to custody accounts with a specified qualified custodian, and the firm is led by a principal who holds the CFP® designation and has prior experience at large brokerage and financial services firms.
To learn more about the advisors currently working at Oakensense, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clermont, FL
| 4
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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