Oaktrust Wealth Advisors, LLC

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Client assets under management

$285,034,723

Clients

236

31% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

118

Very High

Average account size

$1,207,774

About

OakTrust Wealth Advisors serves individuals, high‑net‑worth individuals, trusts and estates with discretionary portfolio management, financial planning and access to unaffiliated money managers. The firm constructs customized portfolios using mutual funds, ETFs, individual securities and alternative investments and provides ongoing investment supervision and planning deliverables.

The firm emphasizes long‑term, client‑specific strategies developed through continuous client contact and a mix of fundamental, technical and cyclical analysis, with tactical rebalancing or shorter‑term trades as needed for tax, liquidity or market reasons. OakTrust operates as a fiduciary, conducts periodic reviews (generally at least annually), and oversees independent managers when portions of client assets are delegated to third‑party managers.

OakTrust is a wrap fee program sponsor and discloses that it bundles securities transaction costs with advisory fees — a practice that is uncommon among comparable supported firms and can affect trade implementation and cost allocation. The firm manages roughly $285 million with a two‑advisor team, and its advisors hold multiple professional credentials while maintaining broker‑dealer and insurance registrations (with a typical custody relationship at LPL Financial), arrangements the firm discloses and monitors for potential conflicts.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Private / alternative investments

Fee options

Fixed

Financial planning services offered on a fixed fee basis ranging from $500 to $15,000

Percentage

Up to 1.25% annually (negotiable based on factors such as complexity, asset level, and relationship)

Commissions

Advisory Persons may receive commissions separately through their registered representative and insurance activities; OakTrust itself does not receive commissions

Project-based

Financial planning services offered hourly at $100 to $500 per hour

Other

Fee-only: Investment management fees paid quarterly in advance; financial planning fees on hourly basis ($100 to $500/hour) or fixed fee basis ($500 to $15,000), negotiable

Main office location

Oaktrust Wealth Advisors, LLC

Wilton CT, United States

Number of offices

Most active in

Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina

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 (203) 563-0044

Advisors at this firm

Thomas P

Series 66

Wilton, CT

Oaktrust Wealth Advisors, LLC

Thomas Papa is a financial advisor at OakTrust Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with OakTrust since 2014, concurrently maintaining a relationship with LPL Financial since 2003. Outside of his advisory role, he is involved in a travel-related business, Travel by Helen, LLC. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm constructs customized portfolios using a range of investment vehicles and emphasizes long-term, client-specific strategies supported by ongoing reviews and oversight of independent managers.

Wealth management Passive / index investing Private / alternative investments

Nicholas Z

ChFC®, PFS™, Series 63

Wilton, CT

Oaktrust Wealth Advisors, LLC

Nicholas Zizzadoro is a financial advisor at OakTrust Wealth Advisors, LLC with 25 years of industry experience. He holds the ChFC®, PFS™, and Series 63 designations and has worked at OakTrust Wealth Advisors since 2014 and LPL Financial, LLC since 2001. Outside of his advisory role, he is also licensed to sell non-variable insurance products including life, health, disability, long-term care, and fixed annuities. OakTrust Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management and financial planning. The firm emphasizes long-term, client-specific strategies and employs a mix of fundamental, technical, and cyclical analysis, with ongoing supervision and periodic reviews.

Wealth management Passive / index investing Private / alternative investments

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