Advisor at Oak Tree Wealth Management
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 Tree Wealth Management
Location
Corpus Christi, TX 78401
Credentials
Series 63, Series 65
Industry experience
18 years
Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.
Based on Oak Tree Wealth Management
Based on Oak Tree Wealth Management
$0 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually Over $5,000,001+: Negotiable
$295 per hour for financial planning and consulting
Fee-only: Financial planning consulting at $295 per hour, negotiable based on complexity and client needs
101 N. Shoreline Blvd., Suite 304
Corpus Christi, TX 78401
Texas
Oak Tree Wealth Management
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
CFP®, Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")