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How does the advisor help clients – Key Takeaways:
Oakwood Advisory Group, LLC is a team of experienced financial advisors who provide personalized and comprehensive financial solutions to their clients. They strive to understand each client’s unique financial goals and create tailored strategies to help them achieve those goals.
Their approach is focused on building long-term relationships with clients, as they believe that financial planning should be an ongoing and collaborative process. They aim to be a trusted partner in their clients’ financial journey, providing guidance, education, and support every step of the way.
Facts and Insights
Here are some key facts and insights about Oakwood Advisory Group, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Oakwood Advisory Group, LLC offers a comprehensive range of financial services to individuals, families, and businesses. These services include:
- Investment Management
- Wealth Planning
- Retirement Planning
- Estate and Trust Planning
- Insurance and Risk Management
- Tax Planning
- Education Planning
- Business Planning
Client Types
Oakwood Advisory Group, LLC serves a diverse range of clients, including:
- Individuals and Families
- Retirees
- High-Net-Worth Individuals
- Business Owners
- Non-Profit Organizations
Fees & Compensation
Oakwood Advisory Group, LLC works on a fee-only basis, meaning they do not receive any commissions for the products or services they recommend to their clients. This allows them to provide unbiased and objective advice without any conflicts of interest.
Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ success.
Background
Oakwood Advisory Group, LLC was founded in 2005 by a team of experienced financial professionals who wanted to offer a more personal and collaborative approach to financial planning. They have since grown to become a highly respected and trusted advisory firm in their community.
Their team of advisors has a diverse range of backgrounds and expertise, allowing them to provide comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Oakwood Advisory Group, LLC is required to disclose any potential conflicts of interest to their clients. These may include:
- Any affiliations or relationships with third-party financial institutions or products
- Any fees or compensation received from recommending certain products
- Any potential conflicts of interest with other clients
Oakwood Advisory Group, LLC takes these disclosures very seriously and ensures that their clients are fully informed and understand the services and fees provided.