Oak Harbor Wealth Partners, LLC

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Client assets under management

$440,273,337

Clients

425

31% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

213

Very High

Average account size

$1,035,937

About

Oak Harbor Wealth Partners provides investment advisory and financial planning services to individuals (including high-net-worth clients), corporations, foundations, trusts, retirement plans and plan participants. The firm offers both discretionary and non-discretionary portfolio management, institutional consulting, retirement plan consulting, donor-advised fund services, and standalone financial planning, managing approximately $729.95 million in client assets across roughly 425 client relationships.

The firm’s process begins with a tailored strategic asset allocation and relies primarily on fundamental analysis, supplemented by technical inputs, to select investments and managers. Portfolios are implemented directly and through Separate Account Managers when appropriate, and the firm supports retirement plan participants via a third‑party platform while using Schwab for custody and trade execution.

Oak Harbor is notable for its rapid growth since formation in October 2020 and commencement of operations in June 2021, and for the concentration of a substantial asset base across a compact adviser team (four advisers). It also maintains a meaningful non‑discretionary sleeve ($265,391,010) alongside discretionary assets ($464,555,684) and combines institutional consulting (including formal Investment Policy Statements) with participant-level services and manager access, a mix that differentiates its operational model from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management

Fee options

Fixed

Flat fees for financial planning and consulting services, negotiated per engagement

Project-based

Hourly fees charged for financial planning and consulting, negotiated at engagement

Other

Account minimum: $2,000,000 for institutional consulting clients; otherwise negotiable or not clearly stated Minimum fee: Minimum flat fee may be imposed, not exceeding 1.50% max fee; exact amount negotiated per client Fee-only: Financial planning and consulting fees are hourly or flat fees, negotiated per engagement

Main office location

Oak Harbor Wealth Partners, LLC

3101 Glenwood Avenue, Suite 102

Raleigh NC 27612, United States

Number of offices

Most active in

California · Florida · Georgia · Illinois · Indiana · Kansas · Maryland · Massachusetts · Missouri · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

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

Quick links

Website 919-800-0705

Advisors at this firm

Paul E

Series 63, Series 66

Raleigh, NC

Oak Harbor Wealth Partners, LLC

Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Chris H

CFA®, Series 63, Series 65

Raleigh, NC

Oak Harbor Wealth Partners, LLC

Chris Harrell is a CFA® charterholder with 42 years of industry experience. He is currently with Oak Harbor Wealth Partners, LLC, where he has worked since 2021, and previously spent eight years at Raymond James & Associates, Inc. Oak Harbor Wealth Partners serves individuals, including high-net-worth clients, retirement plans, and institutional and trust clients. The firm focuses on strategic asset allocation and fundamental value analysis, using a combination of mutual funds, ETFs, individual securities, options, and separate account managers to implement investment strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management

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