A complete list of active advisors currently associated with Oakwood Advisory Group, LLC
Warmer can help you find a great advisor at Oakwood Advisory Group, LLC or one who fits your needs even better.
Oakwood Advisory Group is a state-registered, independent investment adviser led by a single advisor that provides financial planning, consulting, and asset management to individuals, high‑net‑worth clients, trusts and estates, profit‑sharing plans, business entities, and certain pooled investment vehicles. Services include written financial plans, ongoing discretionary and non‑discretionary portfolio management, and referrals to third‑party sub‑advisors and other professionals for implementation. The firm follows a risk‑managed, diversification‑focused investment process that uses fundamental, technical, and cyclical analysis, individualized Investment Policy Statements, and active rebalancing across traditional and alternative asset classes (including hedge funds, private equity, and real estate). Financial planning engagements begin with an initial discovery meeting and a written plan, while asset management clients receive continuous monitoring and trade implementation aligned with stated objectives and risk tolerances. Distinctive aspects include operating as a sponsor and adviser to private pooled investment vehicles and charging performance‑based fees for those funds—arrangements that are uncommon for solo independent advisers—and holding custody responsibilities for pool assets. The sole advisor also maintains outside business interests (including insurance activities and equity stakes in multiple private placement managers), receives referral and third‑party compensation for recommending sub‑advisors and CPA firms, and the firm and its owner have been named in two civil suits, all of which are disclosed in the firm’s Form ADV and may present potential conflicts for prospective clients to consider.
To learn more about the advisors currently working at Oakwood Advisory Group, LLC, 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 |
|---|---|---|
Prosper, TX
| 18
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)