Chase Anderson
Advisor at West Oak Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Chase Anderson is a financial advisor at West Oak Wealth with a Series 65 credential and one year of industry experience. Prior to joining West Oak Wealth, he worked at MidFirst Bank for four years. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm operates as a fee-only fiduciary using a largely passive investment approach based on modern portfolio theory, offering discretionary management and retirement plan consulting.
Expertise
Based on West Oak Wealth
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.70%
Account minimum: $200,000.00 Fee-only: Financial Planning services charged as fixed fees ranging from $500 to $3,000 quarterly for ongoing planning; Project-Based planning fees range from $1,000 to $5,000.
Location
Weatherford, OK
Most active in
Chase A has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Work history
West Oak Wealth
2025 - Present (1 year)
MidFirst Bank
2021 - 2025 (4 years)
Full-time education
2020 - 2021 (1 year)
Arrow Ford
2020 - 2020 (1 year)
High School and College Student
2013 - 2020 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Makena M
Series 65
Clinton, OK
Gibco Capital Advisors
Gerald A
Series 65
Weatherford, OK
West Oak Wealth
Jason G
Series 63, Series 66
Clinton, OK
Gibco Capital Advisors
Bryan B
Series 63, Series 66
Clinton, OK
Royal Fund Management, LLC
Briley B
CFP®, Series 65
Clinton, OK
Royal Fund Management, LLC
Ashlyn P
Series 66
Weatherford, OK
Edward Jones
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