A complete list of active advisors currently associated with Oakley Private Wealth
Warmer can help you find a great advisor at Oakley Private Wealth or one who fits your needs even better.
The firm provides financial planning and portfolio management to individual retail clients, including non‑high‑net‑worth households. It offers engagements billed on an hourly basis in addition to ongoing advisory services, a combination that the firm's brochure notes and that is uncommon among firms in this regulatory category. The firm's principal holds CFP® and CPA credentials and integrates tax and planning considerations into client portfolios, drawing on prior roles at large consulting firms and consumer fintech firms. The brochure describes a deliberately small client base and says the principal structures an outside institutional consulting role to avoid overlap with the firm’s retail clients and to preserve time for fiduciary duties. Noteworthy features include the use of hourly billing, a stated focus on modest‑sum individual clients, and the absence of private‑fund advisory activity. The principal serves as both the portfolio manager and the firm’s compliance officer, and the brochure discloses no product‑based compensation from third parties while describing an institutional consulting practice that does not serve the firm’s retail clients.
To learn more about the advisors currently working at Oakley Private Wealth, 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 |
|---|---|---|
Marvin, NC
| 4
|
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