Justin Baas is a CFP-designated registered investment advisor at Oak Wealth Advisors LLC, based in Wake Forest, NC, with 13 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 186 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
There is a minimum annual fee of $5,000. Family accounts are aggregated for fee calculation. Fees are negotiable.
Fee Estimator
Location
Wake Forest, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oak Wealth Advisors LLC
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
Credit Union Investment Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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