Oakwell Private Wealth Management

Wealth Management Firm in Guadalupe County, TX

Firm Info
Address: 1619 E Common St Suite 1101, New Braunfels, TX 78130, USA
Phone: (800) 556-2593

Firm Size
Assets Under Management: $321.7 million
# of Advisors: 6
# of Clients: 734
Client to Advisor Ratio: 122:1
Average Account Size: $438,321
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Oakwell Private Wealth Management Overview

Oakwell Private Wealth Management is a registered investment advisory firm that has been providing financial services since 2017. With headquarters in Austin, Texas, the firm is dedicated to helping individuals and small businesses achieve their financial goals through a range of services. As a fee-based firm, Oakwell Private Wealth Management provides investment advice in exchange for a fee, ensuring that clients receive unbiased and objective recommendations. The firm offers a variety of financial services, including financial planning, which involves creating a comprehensive plan tailored to each client's financial needs and goals. Oakwell Private Wealth Management also provides portfolio management services, which involve managing an investment portfolio on behalf of a client. Additionally, the firm offers pension consulting services, which help clients plan for their retirement and optimize their pension benefits. Oakwell Private Wealth Management prides itself on being an insurance broker and agent, providing clients with comprehensive insurance options that help mitigate risks and provide peace of mind. The firm also offers selection of other advisors, meaning that it collaborates closely with other professionals such as attorneys, accountants, and estate planners to provide clients with a complete suite of financial services that integrate seamlessly with their other professional needs. Overall, Oakwell Private Wealth Management is committed to providing personalized, high-quality service to its clients to help them achieve their financial goals.

OAKWELL PRIVATE WEALTH MANAGEMENT is a firm that serves a wide range of clients, catering to individuals and high net worth individuals, as well as pension or profit sharing plans. However, they also extend their services to corporations and other entity types that require specialized financial management solutions. Their clients come from diverse backgrounds, but they all share a common desire to maximize their financial potential. When it comes to fee structures, OAKWELL PRIVATE WEALTH MANAGEMENT offers various options depending on the services needed. They understand that each client is unique and requires tailor-made solutions that cater to their specific needs. Therefore, they offer percentage of AUM, hourly, and fixed fee structures to make their services accessible to all their clients. Percentage of AUM refers to a percentage of assets under management, while hourly and fixed fee structures are based on a predetermined fee for services rendered. These options provide flexibility for their clients, allowing them to select the fee structure that works best for them, and OAKWELL PRIVATE WEALTH MANAGEMENT guarantees top-notch financial management services in return.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Oakwell Private Wealth Management does not mention anything about their investment minimum. It is important to note that potential investors should contact the firm directly to inquire about any investment minimums that may be in place.

How This Office Can Help Guadalupe County, TX Residents

Oakwell Private Wealth Management provides comprehensive wealth management services to clients in Guadalupe County, TX, helping them navigate complex financial situations and plan for their future. Many residents of Guadalupe County face unique financial challenges, such as planning for retirement, managing inherited wealth, or protecting their assets from unexpected expenses or market volatility. Oakwell's team of experienced financial advisors works closely with clients to develop personalized investment portfolios, create tax-efficient strategies, and provide ongoing guidance and support to help them achieve their financial goals. Whether you're a retiree looking to diversify your portfolio, a business owner seeking to protect and grow your assets, or a young professional just starting to invest, Oakwell Private Wealth Management can help. Our team offers a range of services, from retirement planning and estate planning to investment management and risk management, to ensure that our clients have a comprehensive financial plan that is tailored to their unique needs and circumstances. With our expertise and personalized approach, we empower our clients to make informed financial decisions and achieve long-term success.

To view the Minimum Investment and Fee Schedule for Oakwell Private Wealth Management, visit their Part 2 Brochure.

Services Offered by Oakwell Private Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Oakwell Private Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1619 E Common St Suite 1101, New Braunfels, TX 78130, USA
Phone (800) 556-2593
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 3200 STECK AVE, SUITE 200, AUSTIN, TX 78757, United States

This firm has no other locations.

State Registrations

Oakwell Private Wealth Management is registered to service clients in the following states:

  • New Hampshire
  • Texas

Disciplinary History

Oakwell Private Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.