Oak Advisors, LLC

Oak Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bluffton, South Carolina. On its latest Form ADV, filed February 14, 2026, it reports $285M in regulatory assets under management, 163 individual clients and 6 employees who give 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	SEC-registered
Firm CRD number	137192 · SEC file 801-64842
Office	3 Clark Summit Drive Suite 201 Bluffton, SC 29910
Phone	(843) 757-9339
Website	oakadvisors.net
Regulatory assets under management	$285M
Individual clients	94 non-high-net-worth, 69 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	6
Disciplinary disclosures	None reported
Latest Form ADV filing	February 14, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• 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 Bluffton

• Metis Wealth Management & Planning LLC $115M
• The Bedminster Group $199M
• Coastline Complete Wealth LLC $214M
• Tidal Creek Capital Advisors $126M
• Palmer Jones & Associates, Inc. $59M
• Hilton Head Wealth Advisors, LLC $4.2M

See all 9 fee-only advisers in Bluffton →

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