Brandywine oak Private Wealth LLC

Updated today

Connect with this firm

Total assets under management

$1,405,262,024

Total clients

473

70% high-net worth

Total advisors

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$2,970,956

Client services

Financial planning Portfolio management Selection of other advisers Financial consulting

Fee options

Fixed

Annual fixed fees from $5,000 to $100,000, negotiable

Percentage

Not explicitly tiered; fee based on size and complexity, negotiable

Commissions

Certain supervised persons provide securities brokerage and insurance products on a commission basis, separate from advisory fees.

Performance-based

Performance-based fees charged to qualified clients as a share of capital gains or appreciation, with fee increases tied to prior year asset performance exceeding 3%. Requires clients to meet 'qualified client' standards.

Other

Account minimum: No stated minimum to open and maintain an advisory account; Firm may terminate accounts it deems too small to manage effectively Minimum fee: Annual fixed fees ranging from $5,000 to $100,000, negotiable based on scope and complexity Fee-only: Fees are charged on a fee-only basis; no separate fee for financial planning as it is included in wealth management fees.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Main office location

Brandywine oak Private Wealth LLC

500 Old Forge Lane, Suite 501

Kennett Square PA 19348, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (484) 785-0050

Advisors at this firm

Steve M

Series 63

Kennett Square, PA

Brandywine oak Private Wealth LLC

Mark J

CFP®, Series 66

Kennett Square, PA

Brandywine oak Private Wealth LLC

Alison D

CFP®, Series 66

Kennett Square, PA

Brandywine oak Private Wealth LLC

Brittany K

CFP®, Series 66

Kennett Square, PA

Brandywine oak Private Wealth LLC

Michael H

CFP®, Series 66

Kennett Square, PA

Brandywine oak Private Wealth LLC

Lisa Q

CFP®, Series 63, Series 65

Kiawah Island, SC

Brandywine oak Private Wealth LLC

Connor K

CFP®

Kennett Square, PA

Brandywine oak Private Wealth LLC

Tracy M

CFP®, Series 63, Series 65

Kennett Square, PA

Brandywine oak Private Wealth LLC

Dionna P

CFP®, Series 63

Kennett Square, PA

Brandywine oak Private Wealth LLC

Peter K

CFA®, Series 65, Series 66

Kennett Square, PA

Brandywine oak Private Wealth LLC

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support