Candice Mae Oakley

Hbks Wealth Advisors

6 Years of Experience

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Firm Information

Hbks Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

72 advisors

Number of Clients

7,468 clients

Average Client Portfolio

$871K average

Assets Under Management

$6.5B

Fee Structure

Financial Plan Fee:$500 - $20,000

Hourly Rate:$100 - $500/hr

Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Advisor Information

Office location

Zuck Road Office Park, 5121 Zuck Road, Erie, PA, 16506

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.