A complete list of active advisors currently associated with Red Oak investment Solutions LLC

Warmer can help you find a great advisor at Red Oak investment Solutions LLC or one who fits your needs even better.

Red Oak Investment Solutions LLC is registered as an investment adviser that lists individuals and high‑net‑worth individuals as its clients, but the brochure reports no discretionary or non‑discretionary assets under management and indicates the firm does not trade client accounts. The firm provides financial planning and related investment advice, delivered primarily as one‑time written plans. The firm’s investment approach references modern portfolio theory and favors long‑term trading, with recommended investments generally limited to mutual funds, fixed‑income securities, real estate funds (including REITs), equities, ETFs, TIPS, and non‑U.S. securities. Plans are tailored to a client’s income, tax considerations, and risk tolerance, while the firm does not have investment discretion, custody of client assets, or ongoing trading responsibilities. Notably for a firm in an investment‑manager category, Red Oak charges hourly financial planning fees rather than using percentage‑of‑AUM billing and does not accept performance‑based fees, a combination that is uncommon among peers. The firm also delivers a single financial plan with no ongoing reporting by default, does not select custodians, and reports receiving no third‑party economic benefits, which differentiates its operating model from many other registered investment managers.

To learn more about the advisors currently working at Red Oak investment Solutions 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
Louie Grimes Jr.	Kinston, AL	4

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