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How does the advisor help clients – Key Takeaways:

CROWN OAK ADVISORS is committed to providing its clients with expert financial insight and guidance for their individual needs. The firm’s team of experienced professionals utilizes their extensive knowledge and resources to help clients achieve their financial goals.

Some key takeaways of how the advisor helps clients include:

  • Creating customized financial plans to meet clients’ specific goals and objectives
  • Providing in-depth analysis and research to make informed investment decisions
  • Offering ongoing support and guidance to adapt to changing market conditions and financial circumstances
  • Utilizing a holistic approach to financial planning, taking into account all aspects of a client’s life

Facts and Insights

CROWN OAK ADVISORS has a track record of helping clients achieve financial success. Some facts and insights about the firm include:

  • Founded in 2005, the firm has over 15 years of experience in the financial services industry
  • The firm has over $500 million in assets under management
  • Its team of advisors has an average of 20 years of experience in the industry
  • The firm uses a research-driven investment approach to provide clients with the best possible outcomes

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 Over 15 years

Financial Services Offered

CROWN OAK ADVISORS offers a wide range of financial services to cater to clients’ diverse needs. These services include:

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Retirement planning
  • Insurance and risk management

Client Types

The firm works with a variety of clients, including individuals, families, and businesses. CROWN OAK ADVISORS understands that each client has unique financial goals and needs, and therefore, employs a personalized approach to wealth management.

Fees & Compensation

CROWN OAK ADVISORS believes in transparency when it comes to fees and compensation. The firm’s fees are based on a percentage of assets under management, and the rate varies depending on the services provided. The firm’s advisors do not receive any commissions or incentives for recommending specific products or investments, ensuring that their clients’ best interests are always the top priority.


CROWN OAK ADVISORS was founded by a team of experienced financial professionals with the goal of providing high-quality, independent financial advice to clients. The firm’s advisors have backgrounds in banking, accounting, and investment management, bringing a diverse range of expertise to the table. Each member of the team is highly qualified and dedicated to helping clients achieve financial success.

Financial Advisor Disclosures to Know

As a registered investment advisor, CROWN OAK ADVISORS follows strict guidelines and regulations set by the Securities and Exchange Commission (SEC). The firm is committed to disclosing any potential conflicts of interest and providing transparent communication with clients.

Some important disclosures to know when working with CROWN OAK ADVISORS include:

  • The firm’s advisors may receive compensation from third-party companies for recommending their products or services
  • The firm may have a referral relationship with certain companies or service providers
  • The firm may trade securities for its own account, which could create a potential conflict of interest
  • Clients are encouraged to read all agreements and documents carefully before signing to fully understand the terms and conditions of working with CROWN OAK ADVISORS

Company Information

Main Office

Mail Office

Other Information

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