OAK STREET ADVISORS
SEC Registeredfee-only financial planning & investment management with cfp® professionals
About the firm
Oak Street Advisors is a Registered Investment Adviser (RIA) and fee-only investment advisory firm held to the highest standard of client care in the industry. The foundation for client relationships is a personalized financial plan built with tax-efficient strategies and investment account structure. They accept no commissions from any source and are required by law to act as a fiduciary.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Tax Planning, Fiduciary Investment Management, Small Business Planning, and Business Retirement Plan Advisory.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 115 | $39M |
| High Net Worth Individuals | 40 | $86M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $706k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $250,000 | 1.50% |
| $250,001 to $500,000 | 1.25% |
| $500,001 to $1,500,000 | 1.00% |
| $1,500,001 to $3,500,000 | 0.75% |
| $3,500,001 to $6,000,000 | 0.50% |
| $6,000,001 and Above | 0.25% |
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK STREET ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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