Grace
Kelly
First Oak Wealth Management, LLC
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About this Advisor
Grace Kelly is a certified financial planner based out of Raleigh, North Carolina who has 5 years of industry experience. Kelly currently works for First Oak Wealth Management, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Colorado State University/ World Ventures LLC, Colorado State University, Beaver Run Resort And Conference Center, N/A, Panamorph Inc/ Colorado State University, Charles Schwab Bank, Morgan Stanley Smith Barney and First Oak Wealth Management LLC. Kelly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. First Oak Wealth Management, LLC is an advisory firm operating out of Raleigh, NC. The company has just four advisors. It manages $197 million in assets under management across its 647 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 647 customer accounts, 22% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. Fees billed by First Oak Wealth Management, LLC likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Oak Wealth Management, LLC Brokerage Details
$197,210,875
4
647
$304,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Grace Kelly Work History
Grace has been registered as a financial advisor for 5 years.*
First Oak Wealth Management LLC
N/A
Morgan Stanley Smith Barney
N/A
Charles Schwab & Co., Inc
Charles Schwab Bank
Charles Schwab & Co., Inc
Colorado State University
Beaver Run Resort And Conference Center
Colorado State University
N/A
Panamorph Inc/ Colorado State University
Colorado State University/ World Ventures LLC
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grace Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Oak Wealth Management, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
