Fee-only adviser · Burlingame, CA
Live Oak Advisors, LLC
Live Oak Advisors, LLC is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Burlingame, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 26, 2026, it reports $7.1M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 118417 |
| Office | Burlingame, CA (mailing address; office not published) |
| Phone | (650) 796-7209 |
| Website | Not listed |
| Regulatory assets under management | $7.1M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Burlingame
- Occidental Asset Management, LLC $1.4B
- Tessara Wealth $162M
- East Rock Financial Services, LLC $136M
- Burlingame Wealth Management, LLC $129M
- MC Investments & Advisory LLC $4.0M
- Circuit Wealth LLC $1.2M
See all 7 fee-only advisers in Burlingame →
Nearby
- Millbrae 1 firm
- San Mateo 20 firms
- Foster City 6 firms
- South San Francisco 2 firms
- Redwood City 6 firms
- Redwood Shores 3 firms
- San Carlos 1 firm
- Woodside 1 firm
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