Learn about our services

  • Financial planning involves more than just retirement planning and savings accounts. Oakview Wealth Solutions practices a holistic planning approach, by gaining an overview of your entire life picture, including short and long term goals, how you can grow and protect your money, insurance needs and more. We are a fiduciary firm, so anything we suggest to you is commision-free and based solely on your best interest. And what you pay will always be discussed prior to any work being done.

    HOURLY PLANNING $180/hr

    Are there just one or two areas in your life that you need help with? Are you not ready to commit to an ongoing relationship with an advisor? That’s no problem! At Oakview, we know that everyone’s needs are different. That’s why we offer hourly planning as an option for our client’s. Our fee is $180/hour. Estimates are provided prior to the plan creation based on the scope of work, and billed after the plan is delivered.

    ONGOING PLANNING $1,000-$10,000 Annually

    Ongoing planning is for our clients who prefer their plan be supervised throughout the year. Updates are consistently made to your initial plan as well as quarterly and annual meetings as needed. You will also have unlimited access to us throughout the year for any questions or life changes that may occur. Our fee begins at $2,700.00 and caps at $3,700.00/year, billed monthly or quarterly. This option works perfectly if you’re a small business owner who needs cash flow assistance, individuals who need help with budgeting and investment management, or those who may be crossing the bridge into retirement.

  • Your wealth grows not just by the money you’re earning, but by the debts you’re eliminating, what you’re saving or paying in taxes, and the amount of fees you are paying. At Oakview Wealth Solutions we believe that the best way to invest your money is to know your complete financial picture on top of your goals and put a plan in place. After your plan has been created, we will begin the process of getting you set up to reach the goals you have for your future. Accounts will be open and Oakview Wealth Solutions will become your advisor! There will never be hidden fees when it comes to our services. We are a fiduciary firm, and anything we suggest to you is based solely on your best interests and not on how much commission Oakview could make. Once everything is completed, you can be involved as much or as little as you prefer. Oakview only requires one annual meeting per year to update any changes in your life and budget. You will, however, hear from us several times throughout the year with updates because we don’t just sit and forget your portfolio, we make changes throughout the year to stay on top of market trends.

    INVESTMENT MANAGEMENT FEES

    Assets Under Management: Annual Fee:

    $0-$500,000 1.25%

    The next $500,000 1.00%

    The next $1,000,000 0.85%

    The next $1,000,000 0.75%

    The next $1,000,000 0.65%

    Amounts over $4,000,000 0.50%

    (Fees are billed in advance quarterly and based on the balance of the account from the previous quarter.)

  • Tax Planning $180/hr

    Tax Planning doesn't just happen when preparing taxes, it’s a year round concern. Decisions about whether to invest in a tax deferred traditional IRA or a Roth IRA should be guided by the tax bracket the retiree will be in after retirement. A tax plan will also consider the consequences of contributions to health savings accounts and 529 education plans. Investment returns can be improved because taxes sometimes take a big bite out of investment profits.

    Tax planning is always included in our Financial Plans.

    Tax Preperation

    Oakview Wealth Solutions financial advisor Stanton Burns received his enrolled agent (EA®) designation through the Internal Revenue Service. This makes Oakview capable of tax return preparation, including returns on partnerships. Fees as follows:

    Preperation Fees

    Form 1040 (Itemized Sch A) - $270

    Form 1040 (Not Itemized) - $190

    a. Schedule B (Interest and Dividends) - $40

    b. Schedule C (Business) - $150

    c. Schedule D (Gains & Losses) - $90

    d. Schedule E (Rental) - $100

    e. Schedule EIC (Earned Income Credit) - $60

    f. Schedule F (Farm) - $200

    g. Schedule SE (Self Employment Tax) - $30

    Form 1041 (Fiduciary) - $460

    Form 1065 (Partnership) - $630

    Form 1120 (Corporation) - $780

    Forms 1120S (S Corp) - $770

What Does Working with Oakview Wealth Solutions Look Like?

1). 15 Minute Phone Call

  • Identify your financial situation and needs, ensure our expertise matches your goals, discuss options and fees

2). Plan Building (In-person or Virtual Meeting)

  • Determine a clear picture of your current finances, accounts, debts and wishes. You will want to have current statements and important financial documents for this meeting. At the conclusion of this meeting, you will receive an estimate for our work. 

  • Also in this step, we go to work applying our experience, research and thousands of hours of training to build you a complete and custom plan. 

3). Review Plan (In-person or Virtual Meeting)

  • During this step, we will go over each detail of your plan and explain exactly what you need to reach your goals, advising you of best practices to get you there. If you decide to hire Oakview Wealth Solutions for managing your investments, we will begin the account opening process here as well.

4). Ongoing Communication/Monitoring  

  • If you are an ongoing planning client, we will speak with you throughout the year to focus on different areas of your plan. We will also be available on an as needed basis.  

  • If you are an investment management client, we include all the above as well as monitor your investments & make changes throughout the year as needed.


Welcome to Oakview!