Fee-only adviser · Columbia, MD
White Oak Wealth Management
White Oak Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbia, Maryland. On its latest Form ADV, filed November 2, 2026, it reports $124M in regulatory assets under management, 62 individual clients and 2 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 | 299021 · SEC file 801-114266 |
| Office | 8840 Stanford Boulevard Suite 4000 Columbia, MD 21045 |
| Phone | (443) 741-9101 |
| Website | www.whiteoakwealthmanagement.com |
| Regulatory assets under management | $124M |
| Individual clients | 50 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 2, 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 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 Columbia
- GLR Partners $261M
- Pointer Financial Advisors LLC $176M
- Primas Financial Planning Not reported
- Baltimore-Washington Financial Advisors $3.0B
- Wealthy & Wise Family Office $63M
See all 6 fee-only advisers in Columbia →
Nearby
- Ellicott City 3 firms
- Highland 1 firm
- Ashton 1 firm
- Hanover 1 firm
- Woodstock 1 firm
- Laurel 2 firms
- Beltsville 1 firm
- Olney 1 firm
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