Oakview Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oakview Wealth Solutions is a small independent registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, business entities, and retirement plans. The firm provides discretionary and non‑discretionary asset management, project‑based and ongoing financial planning, and public seminars and workshops that the brochure describes as educational and free to attend.
The firm’s investment process draws on multiple methods — fundamental, technical, cyclical and charting analysis — and applies modern portfolio theory to construct portfolios using passive, active, or blended approaches. Oakview may implement strategies directly or recommend unaffiliated outside managers or investment platforms, while retaining oversight and acting as the client’s primary relationship manager.
The brochure highlights a couple of features that are uncommon among similarly sized independent advisers: Oakview conducts no‑cost public educational seminars and advertises third‑party ratings in its materials. The firm also operates an affiliated tax practice and discloses that its principal is an enrolled agent, which the brochure presents as a way to coordinate tax and investment planning while providing oversight of any recommended outside managers.
Client services
Expertise
Fee options
Fixed fee for ongoing financial planning ranging from $1,000 to $10,000 annually, paid monthly or quarterly
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.65% $4,000,001+: 0.50%
$180 per hour for project-based financial planning
Fee-only: Ongoing financial planning fixed fee $1,000 to $10,000 per year, monthly or quarterly in arrears; Project-based financial planning hourly fee $180/hour
Main office
1378 S 5th St
Saint Charles MO 63301
Advisors at this office
1
Most active in
Missouri
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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