Crimson Oak Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,040,381
Total clients
50
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$780,808
About
Crimson Oak Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, non-profit organizations, and business owners, addressing needs such as retirement planning, education funding, tax-aware investing, and cash flow management. Services include portfolio management, written financial plans, and consulting for employer retirement plans.
The firm’s investment approach is primarily long-term and draws on fundamental, technical, and cyclical analysis to build diversified portfolios using mutual funds, ETFs, individual stocks and bonds, and, when appropriate, options or cash positions for hedging and risk management. Client accounts are monitored regularly with periodic reviews and the adviser may act with discretionary authority; financial plans are typically delivered in writing within six months of engagement.
Distinctive for an independent adviser of its size, Crimson Oak publishes newsletters for clients and prospective clients free of charge and offers educational seminars and workshops (registrant or group fees may apply) as part of its client education efforts. The firm operates on a fee-only basis, may waive planning fees for clients who engage its investment management services, and provides focused services such as 401(k) consulting in addition to individual portfolio management.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Options & derivatives strategies
Concentrated stock management
Occupation focus
Executive
Retired
Founder/Business Owner
Fee options
Financial planning fixed fees ranging from $2,500 to $5,000 depending on complexity.
$0 - $249,999: 2.0% annually (may be assessed to households with portfolios less than $250,000) $250,000 - $2,000,000: 1.5% annually $2,000,001 - $3,500,000: 1.15% annually $3,500,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
Financial planning at $350 per hour.
Account minimum: $250,000 minimum household asset level (with possible 2.0% annual fee for less than $250,000; discretionary waivers possible) Fee-only: Investment management fees on tiered schedule; financial planning hourly and fixed fees; no commissions.
Main office location
Crimson Oak Wealth Management, LLC
704 Spring Meadows Drive, Unit A
Lexington KY 40504, United States
Number of offices
1
Most active in
Crimson Oak Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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