Matthew
Oaks
Simplicity Wealth
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About this Advisor
Matthew Oaks is a financial advisor who works out of Vienna, Ohio who has 4 years of relevant experience. Oaks is an employee of Simplicity Wealth. During their career, the advisor has held roles at Horter Investment Management, Financial Security Managemnent Agency, Inc and Simplicity Wealth, LLC. Oaks has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Michigan and Ohio. Simplicity Wealth is a financial advisory business operating out of Summit, NJ. It has offices in 33 locations and a total of 46 advisors. It administers $201 million in assets across its 2,342 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 2,342 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Simplicity Wealth performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice vary depending on the type of services offered. However, fees billed by Simplicity Wealth can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$201,035,405
46
2,342
$85,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Oaks Work History
Matthew has been registered as a financial advisor for 4 years.*
Simplicity Wealth, LLC
Financial Security Managemnent Agency, Inc
Horter Investment Management
*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 Matthew Oaks 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 Simplicity Wealth
Summit, NJ
Bowling Green, KY
Summit, NJ
Summit, NJ
Denver, CO
Summit, NJ
Summit, NJ
Summit, NJ
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