Fee-only adviser · Southfield, MI
Skyoak Wealth
Skyoak Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Southfield, Michigan. On its latest Form ADV, filed March 6, 2026, it reports $693M in regulatory assets under management, 428 individual clients and 4 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 | 299564 · SEC file 801-114715 |
| Office | 28411 Northwestern Hwy Suite 760 Southfield, MI 48034 |
| Phone | (248) 348-6500 |
| Website | skyoakwealth.com |
| Regulatory assets under management | $693M |
| Individual clients | 301 non-high-net-worth, 127 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 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 Southfield
- Advance Capital Management Inc $5.0B
- Sterling Advisory Group LLC $30M
- Paycheck to Wealth, LLC Not reported
- Senstomi Not reported
- Dynamic Wealth Solutions LLC $102M
See all 6 fee-only advisers in Southfield →
Nearby
- Lathrup Village 1 firm
- Bingham Farms 2 firms
- Birmingham 10 firms
- Farmington Hills 4 firms
- Troy 21 firms
- Clawson 1 firm
- Royal Oak 6 firms
- Bloomfield Hills 23 firms
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