Oakwood Advisory Group, LLC

Oakwood Advisory Group, LLC (CRD# 159691) is a financial advisory firm headquartered in , . They manage $10,709,517 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.oakwoodadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $324,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oakwood Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wesley Young, financial advisor Prosper TX
Wesley R. Young
CRD#: 2758754
Prosper, TX

Wesley Young (CRD# 2758754) is an Investment Advisor Representative working at Oakwood Advisory Group, LLC in Prosper, TX and has over 18 years of experience in the finance industry. Wesley Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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