Neil
Mahoney
Oak Wealth Advisors LLC
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About this Advisor
Neil Mahoney is a certified financial planner based in South Jordan, Utah. Mahoney is on the advisory team at Oak Wealth Advisors LLC. Mahoney has gained experience at Cambridge Wealth Counsel and Abw Advisors, LLC. Mahoney maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Utah. Oak Wealth Advisors LLC is a company operating out of Northbrook, IL. The firm has offices in three locations and a total of seven people on staff. It handles $211 million in total assets among its 99 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 99 client accounts, 25% are held by high-net-worth investors who have greater than $1 million in investable assets. Oak Wealth Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. A financial advisor's fees depend on which services are provided. Fee types billed by Oak Wealth Advisors LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Wealth Advisors LLC Brokerage Details
$211,200,000
7
99
$2,133,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Neil Mahoney Work History
Neil has been registered as a financial advisor for 0 years.*
Abw Advisors, LLC
Cambridge Wealth Counsel
*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 Neil Mahoney 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 Oak Wealth Advisors LLC
Fitchburg, WI
Sioux Falls, SD
Northbrook, IL
South Jordan, UT
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.
