Council Oak Wealth Advisors

Council Oak Wealth Advisors, based in Tulsa, Oklahoma, is a registered investment adviser established in May 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' investment objectives. Clients can choose to have their assets managed according to customized portfolios or model portfolios developed by the firm. Council Oak also provides financial planning and consulting services, addressing various financial needs and goals. The firm primarily advises on ETFs, mutual funds, stocks, bonds, and options, with a focus on long-term and short-term investment strategies. Council Oak acts as a fiduciary when providing investment advice, ensuring that clients' best interests are prioritized. The firm charges annual fees for portfolio management services ranging from 0.50% to 2.00%, and hourly or fixed fees for financial planning and consulting services. Council Oak does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant discretionary authority for investment decisions, and the firm does not accept client restrictions on specific securities. Council Oak does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm discloses its code of ethics, participation in client transactions, and personal trading practices to maintain transparency and integrity in its operations. Additionally, Council Oak provides insights into investment strategies, risk considerations, and IRA rollover recommendations for clients' financial well-being.