Advisor at Oakwood Advisory Group, LLC
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Firm
Oakwood Advisory Group, LLC
Location
Prosper, TX
Credentials
CFP®, Series 65
Industry experience
17 years
Wesley Young is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakwood Advisory Group, LLC since 2011. He has also been affiliated with MassMutual since 2009. Outside of his advisory role, Young is involved in multiple business ventures, including ownership interests in several management and fund entities, as well as ownership of an entertainment group. Oakwood Advisory Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, profit-sharing plans, and pooled investment vehicles. The firm employs a disciplined, diversification-focused investment process and offers tailored services directly or through recommended sub-advisors.
Based on Oakwood Advisory Group, LLC
Based on Oakwood Advisory Group, LLC
Fixed fees for financial planning and consulting services generally range from $1,500 to $10,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% Over $5,000,001+: 0.50%
Representatives may receive commissions from insurance products sold separately
Financial planning services: $110/hour; consulting services: $150/hour
For pooled investment vehicles: 2% asset-based fee plus 20% performance fee subject to 15% annual hurdle rate
Private Wealth Management program charged as negotiated fixed fee billed quarterly in advance
Minimum fee: Minimum annual fee of $2,500 for asset management services Fee-only: Financial planning hourly fee: $110/hour; consulting hourly fee: $150/hour; fixed fees for financial planning and consulting services range from $1,500 to $10,000
Prosper, TX
Texas
Oakwood Advisory Group
2011 - Present (15 years)
MASS MUTUAL
2009 - Present (17 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
Verified by Warmer
Series 63, Series 66
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Series 63, Series 66
Lucas, TX
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Series 63, Series 65
Allen, TX
MONUMENT Retirement & WEALTH ADVISORY, LLC
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