Black Oak Wealth Management, Inc.

Black Oak Wealth Management, Inc. (CRD# 282568) is a financial advisory firm headquartered in , . They manage $4,700,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Black Oak Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Phillip D. Hanks
CRD#: 6515594
8004 Linville Rd. Suite D3, Oak Ridge, NC 27310
Phillip Hanks (CRD# 6515594) is an Investment Advisor Representative working at Black Oak Wealth Management, Inc. in Oak Ridge, NC and has 1 year of experience in the finance industry.
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