Fee-only adviser · Raleigh, NC
White Oak Wealth Partners
White Oak Wealth Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Raleigh, North Carolina. On its latest Form ADV, filed March 20, 2026, it reports $110M in regulatory assets under management, 73 individual clients 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 | SEC-registered |
|---|---|
| Firm CRD number | 317324 · SEC file 801-135911 |
| Office | 1618 Glenwood Ave Raleigh, NC 27608 |
| Phone | (919) 858-6490 |
| Website | www.whiteoakwealthpartners.com |
| Regulatory assets under management | $110M |
| Individual clients | 46 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 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.
- 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 Raleigh
- Guardian Wealth Advisors, LLC $2.7B
- Beacon Wealthcare LLC $308M
- Financial Symmetry Inc. $1.5B
- Tradewinds, LLC $659M
- Pursuit Wealth Strategies, LLC $457M
- Collegiate Capital Management, Inc. $653M
See all 42 fee-only advisers in Raleigh →
Nearby
- Cary 9 firms
- Wake Forest 2 firms
- Research Triangle Park 1 firm
- Durham 11 firms
- Apex 5 firms
- Chapel Hill 20 firms
- Fuquay Varina 1 firm
- New Hill 1 firm
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