Crimson Oak Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,040,381
Clients
50
28% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$780,808
About
Crimson Oak Wealth Management provides personalized financial planning and investment management to individuals (including high-net-worth clients), business owners, and non-profit organizations, and also offers retirement planning and 401(k) consulting. The firm distributes periodic newsletters to clients and conducts educational seminars and workshops for clients and prospective clients.
The adviser typically pursues a long-term, goals‑based strategy tailored to each client’s risk tolerance, while using shorter-term trades as needed for rebalancing, tax management, or risk control. Investment selection draws on fundamental, technical, and cyclical analysis and portfolios may include diversified mutual funds and ETFs as well as individual stocks, bonds, and—when appropriate—options, margin, or short-sale strategies.
Noteworthy features for this small, fee‑only advisory practice include managing roughly $39 million across about 50 client relationships and a principal with an advanced academic background plus CFP certification. The firm does not custody client assets, participates in an institutional custody platform that provides research and practice‑management benefits, and maintains an active client education program of newsletters and seminars that is uncommon among peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Retirement withdrawal strategies
Occupation focus
Executive
Retired
Founder/Business Owner
Fee options
Fixed fee for financial planning services ranging from $2,500 to $5,000 depending on complexity
$0 - $249,999: 2.0% annually $250,000 - $2,000,000: 1.5% annually $2,000,001 - $3,500,000: 1.15% annually $3,500,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
$350 per hour for financial planning services
Account minimum: $250,000 Fee-only: Investment management fees based on tiered percentage of assets under management as above; Financial planning fees charged hourly ($350/hour) or fixed fee ($2,500-$5,000)
Main office location
Crimson Oak Wealth Management, LLC
704 Spring Meadows Drive, Unit A
Lexington KY 40504, United States
Number of offices
1
Most active in
Crimson Oak Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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