Oakview Wealth Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,377,140
Clients
88
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
Very HighAverage account size
$322,468
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
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Retirement income strategy
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 location
Oakview Wealth Solutions LLC
1378 S 5 Th St
Saint Charles MO 63301, United States
Number of offices
1
Most active in
Oakview Wealth Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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
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