Advisor at The Oakes Financial Group
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Firm
The Oakes Financial Group
Location
Troy, NH
Credentials
Series 63, Series 66
Industry experience
19 years
Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.
Based on The Oakes Financial Group
Fixed fee or project-based financial planning fees, deposit of half the quoted fee may be required
$0 - $250,000: 1.50% $250,001 - $750,000: 0.75% $750,001 - $1,750,000: 0.50% $1,750,001+: 0.25%
$200 per hour
Fee-only: Fixed/project-based fees for financial planning; $200 per hour standard rate
Troy, NH
Massachusetts · New Hampshire
Oakes Financial Services, Inc.
2011 - Present (15 years)
Hancock Tax & Financial Services
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
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Series 63
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PFS™, Series 65
Keene, NH
Olson Economics, LLC
CFP®, Series 63
Keene, NH
IPIC, Inc.
CFP®, Series 65
Keene, NH
Bluestone Wealth Management LLC
Series 65
N. Swanzey, NH
Waldo.AI, Inc.
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