INDIVIDUALS

Confidence for Your Future + Your Family

The costs associated with operating a retirement plan have become much more competitive over the last several years because of better technology and increased competition.  If you haven’t benchmarked your plan costs within the last couple of years, it is likely that there is a way for you to reduce costs.  Understand that retirement plan pricing can be complex and is often non-transparent. Fees are often layered and ‘baked-in’ to the investment products in the plan.  At Oak Road Wealth Management, we can help you understand all of the non-transparent fees and help you determine if you are getting good value for the cost.

Oak Road Wealth Management is proud to offer a comprehensive range of retirement plan services including:

FINANCIAL PLANNING

A financial plan is the foundation of your pursuit of financial independence.  We help you identify your goals, catalogue your resources and help you develop a plan to get you from where you are to where you want to be.

WEALTH MANAGEMENT

We help you determine how you should be invested based on your time horizon and tolerance for risk.  We monitor your investments and rebalance regularly to keep you near your target asset allocation.

FINANCIAL PLANNING
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$1000
What you get

  • A discovery meeting to learn about your goals and the resources you have to commit to those goals

  • A follow-up meeting to go through the plan with you and make note of any changes you would like

  • A written financial plan

  • Access to your own personal website to track your financial plan and aggregate your financial resources

WEALTH MANAGEMENT
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1%
How it works

  • Fee = 1% of assets under management per year

  • Discounts may apply when balances exceed certain thresholds

  • Our fees are completely transparent and appear as a line item on your statement so you know exactly what you are paying

  • Our management fee includes all investment management services including rebalancing and monitoring Mutual fund and ETF expenses are in addition to this fee

  • We are very mindful of all fees and make every effort to keep them as low as possible

CONFIDENCE IN OUR TRANSPARENCY | How we’re compensated

Oak Road Wealth Management is a fee-only Registered Investment Advisory firm.  We are fiduciaries which means we are required to act in the best interests of our clients ALL THE TIME.  Our only compensation comes from the transparent fees we agree upon with you.  We do not receive any form of non-transparent compensation from your plan or benefits.  We also do not accept any fees, kickbacks, or any other form of compensation from any plan service providers or from any other party.