Advisor at FamilyWealth Asset 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
FamilyWealth Asset Management
Location
Lake Mary, FL 32746
Credentials
Series 65
Industry experience
18 years
Wilbert Oakley is a financial advisor at FamilyWealth with 18 years of industry experience. He holds a Series 65 credential and has worked at firms including Jolliffe Capital and Brookstone Capital Management LLC. Outside of advisory services, he spends significant time as an insurance producer specializing in fixed indexed annuities and life insurance. FamilyWealth Advisers, LLC serves individual and institutional clients with investment advisory and wealth management services. The firm employs a multi-asset approach combining passive, active, and alternative strategies, managing assets primarily on a non-discretionary basis and offering integrated portfolio management and financial planning solutions.
Based on FamilyWealth Asset Management
Based on FamilyWealth Asset Management
$0+: 1.45% annually (Retail clients - flat rate) $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.60% annually
FamilyWealth Platform asset-based fees: 0.30% on first $500,000; 0.25% on next $500,000; 0.20% on next $1,000,000; 0.15% on next $1,000,000; 0.10% on next $1,000,000; 0.05% on assets over $4,000,000
Account minimum: $500,000 for institutional accounts; no minimum for retail/individual accounts
255 Primera Blvd., Suite 160
Lake Mary, FL 32746
California · Colorado · Florida · Ohio · Texas
FamilyWealth Advisers
2020 - Present (6 years)
Familywealth Asset Management
2020 - Present (6 years)
FamilyWealth Advisers
2018 - Present (8 years)
Advisersource.Com
2017 - 2017 (1 year)
Jolliffe Capital
2010 - 2018 (8 years)
Brookstone Capital Management LLC
2007 - Present (19 years)
Oakley Senior Services
2003 - Present (23 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.
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
Series 63, Series 65
Maitland, FL
Inspire Capital Management LLC
Series 63, Series 65, Series 66
Lake Mary, FL
Batman Wealth Management, LLC
Series 65
Lake Mary, FL
Alconbury Trust L.L.C
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")