Oaktrust Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OakTrust Wealth Advisors serves individuals, high‑net‑worth individuals, trusts and estates with discretionary portfolio management, financial planning and access to unaffiliated money managers. The firm constructs customized portfolios using mutual funds, ETFs, individual securities and alternative investments and provides ongoing investment supervision and planning deliverables.
The firm emphasizes long‑term, client‑specific strategies developed through continuous client contact and a mix of fundamental, technical and cyclical analysis, with tactical rebalancing or shorter‑term trades as needed for tax, liquidity or market reasons. OakTrust operates as a fiduciary, conducts periodic reviews (generally at least annually), and oversees independent managers when portions of client assets are delegated to third‑party managers.
OakTrust is a wrap fee program sponsor and discloses that it bundles securities transaction costs with advisory fees — a practice that is uncommon among comparable supported firms and can affect trade implementation and cost allocation. The firm manages roughly $285 million with a two‑advisor team, and its advisors hold multiple professional credentials while maintaining broker‑dealer and insurance registrations (with a typical custody relationship at LPL Financial), arrangements the firm discloses and monitors for potential conflicts.
Client services
Expertise
Fee options
Financial planning services offered on a fixed fee basis ranging from $500 to $15,000
Up to 1.25% annually (negotiable based on factors such as complexity, asset level, and relationship)
Advisory Persons may receive commissions separately through their registered representative and insurance activities; OakTrust itself does not receive commissions
Financial planning services offered hourly at $100 to $500 per hour
Fee-only: Investment management fees paid quarterly in advance; financial planning fees on hourly basis ($100 to $500/hour) or fixed fee basis ($500 to $15,000), negotiable
Main office
Wilton CT
Advisors at this office
2
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina
Also doing business as
Oaktrust Wealth Advisors, LLC · Papa, Thomas J.
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.
Advisors at this firm
Thomas P
Series 66
Wilton, CT
Oaktrust Wealth Advisors, LLC
Thomas Papa is a financial advisor at OakTrust Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with OakTrust since 2014, also maintaining a long-term affiliation with LPL Financial since 2003. Outside of his advisory role, he is involved in a travel-related business providing agent services. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates through discretionary portfolio management, financial planning, and access to unaffiliated money managers. The firm focuses on customized, client-specific strategies using a combination of fundamental, technical, and cyclical analysis, and offers ongoing investment supervision as a fiduciary.
Nicholas Z
ChFC®, PFS™, Series 63
Wilton, CT
Oaktrust Wealth Advisors, LLC
Nicholas Zizzadoro is a financial advisor with Oaktrust Wealth Advisors, LLC, holding the designations ChFC®, PFS™, and Series 63. He has 26 years of industry experience, including roles at Oaktrust Wealth Advisors since 2014 and LPL Financial since 2001. Oaktrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management, financial planning, and access to unaffiliated money managers. The firm employs a long-term, client-specific investment approach using a combination of fundamental, technical, and cyclical analysis with tactical adjustments as needed, and operates as a fiduciary with ongoing portfolio review and oversight.
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