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OAKHURST FINANCIAL: Your Trusted Financial Advisor
OAKHURST FINANCIAL is a trusted financial advisor with years of experience serving clients in various industries. With a team of knowledgeable and skilled financial experts, OAKHURST FINANCIAL offers a wide range of financial services to help clients achieve their financial goals.
Key Takeaways: How OAKHURST FINANCIAL Helps Clients
Here are some key takeaways on how OAKHURST FINANCIAL helps clients:
- Offers personalized financial planning tailored to individual needs and goals
- Provides expert guidance and advice on investments and wealth management
- Assists with retirement planning and estate planning
- Helps clients navigate financial challenges and make informed decisions
Facts and Insights
Let’s take a closer look at some facts and insights about OAKHURST FINANCIAL:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25+ | 10+ years |
Financial Services Offered
OAKHURST FINANCIAL offers a variety of financial services to cater to their clients’ needs. Some of the services include:
- Investment Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
OAKHURST FINANCIAL serves a diverse group of clients including individuals, families, and businesses. They have experience working with clients at different life stages and with varying financial goals.
Fees & Compensation
As a fiduciary, OAKHURST FINANCIAL always puts their clients’ interests first. They are transparent about their fees and compensation and strive to provide value and excellent service to their clients. OAKHURST FINANCIAL offers various fee structures including hourly fees, fixed fees, and percentage-based fees depending on the services provided.
Background
OAKHURST FINANCIAL was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. John and his team of advisors are dedicated to helping clients achieve financial success and security. They stay up-to-date with the latest market trends and continuously educate themselves to provide the best financial advice to their clients.
Financial Advisor Disclosures to Know
At OAKHURST FINANCIAL, transparency is a top priority. They are committed to providing full disclosure to their clients and adhere to all regulatory requirements. Some important disclosures to note include the following:
- OAKHURST FINANCIAL is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a clean disciplinary history with no legal or regulatory actions against them.
- OAKHURST FINANCIAL may have a financial interest in certain investments recommended to clients. However, they always prioritize their clients’ interests.