Oberlin Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,069,093
Clients
17
76% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
Very LowAverage account size
$1,239,358
About
Oberlin Wealth Partners provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, insurance companies, and charitable organizations. The firm offers discretionary portfolio management, standalone planning and consulting, retirement‑plan advisory, and family‑office services and implements strategies using mutual funds, ETFs, separately managed accounts, and alternative investments.
Operating as a fiduciary, the firm emphasizes customized, long‑term portfolios built on fundamental analysis, periodic rebalancing, and ongoing monitoring with at least annual reviews. It routinely uses third‑party managed‑account platforms and sub‑advisors for implementation and may introduce clients to non‑purpose lending arrangements that use custodied assets as collateral.
The firm has uncommon industry ties: it is affiliated with a broker‑dealer and an insurance agency, and the firm’s principal operates in those separate capacities and implements commissionable securities and insurance transactions—activities the firm discloses as potential conflicts of interest. It also offers high‑touch family office services aimed at very large net‑worth families and maintains other business relationships (including advisory roles and operating business interests) that the firm discloses when making recommendations.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Family office services and business consulting
Family office services and business consulting
Expertise
General retirement planning
Business exit / sale strategy
Wealth management
Real estate investing
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fee engagements based on estimated hours and negotiated hourly rate for financial planning and consulting services
$0+: 0.75% to 1.50% annually (Investment Management Services/Family Office Services, varies by client complexity and assets) $0+: Up to 3.00% annually (Managed Accounts Program total fee including third-party managers) $0+: Up to 1.00% annually (Retirement Plan Advisory Services)
Commission-based compensation earned by Mr. Oberlin in his capacity as registered representative of affiliated broker-dealer Oberlin Financial International, LLC; includes commissions on securities and insurance products
Hourly fees up to $500 per hour for financial planning, consulting, and business/institutional consulting services
Fee-only: Hourly fees up to $500/hour; fixed fees based on estimated hours for Financial Planning, Consulting, and Business/Institutional Consulting services
Main office location
Oberlin Wealth Partners, LLC
208 North Lynn Street
Bryan OH 43506, United States
Number of offices
2
Most active in
Oberlin Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California · Delaware · Florida · Nebraska · New York · 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 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.
Is not active or affiliated with:
-
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
Quick links
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")