Advisor at Oak Wealth Advisors LLC
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.
Firm
Oak Wealth Advisors LLC
Location
Wake Forest, NC
Credentials
CFP®, Series 66
Industry experience
13 years
Justin Baas is a CFP® and Series 66 registered advisor with 13 years of industry experience. He is currently with Oak Wealth Advisors LLC and has previously worked at FORVIS Mazars Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm employs a broadly diversified, low-cost, tax-efficient investment approach, favoring passive management, periodic rebalancing, and long-term holding periods.
Based on Oak Wealth Advisors LLC
Based on Oak Wealth Advisors LLC
Fixed fee for project-based financial planning ranging from $2,000 to $25,000
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%
Ongoing financial planning fixed fee paid quarterly in advance, ranging from $5,000 to $20,000 annually
Account minimum: $5,000 Minimum fee: $5,000 annual minimum fee for investment management services Fee-only: Fixed fees for financial planning: ongoing $5,000 to $20,000 annually; project-based $2,000 to $25,000 per project
Wake Forest, NC
North Carolina
Forvis Mazars Wealth Advisors LLC
2024 - Present (2 years)
FORVIS Wealth Advisors LLC
2022 - 2024 (2 years)
Dixon Hughes Goodman Wealth Advisors
2013 - 2022 (9 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.
CFP®
Raleigh, NC
University Financial Strategies, LLC.
Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.
CFP®, Series 66
Raleigh, NC
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Series 63, Series 65
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NC Money Management, Inc.
CFP®, CFA®, Series 66
Raleigh, NC
Reh Wealth Advisors LLC
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