Live Oak Wealth Advisory Group, LLC

Live Oak Wealth Advisory Group, LLC (CRD# 154962) is a financial advisory firm headquartered in Sugar Land, TX. They manage $67,975,002 in 249 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $272,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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.

LA, NM, TX

Financial Advisors at Live Oak Wealth Advisory Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John M. Robertson
CRD#: 4412056
2245 Texas Drive, Suite 300, Sugar Land, TX 77479
93
Wealthminder
score

John Robertson (CRD# 4412056) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Sugar Land, TX and has over 15 years of experience in the finance industry.

2
Jonathan S. Solo
CRD#: 5434243
2245 Texas Drive, Suite 300, Sugar Land, TX 77479
93
Wealthminder
score

Jonathan Solo (CRD# 5434243) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Sugar Land, TX and has over 8 years of experience in the finance industry.

3
William K. Jobes
CRD#: 258753
2245 Texas Drive, Suite 300, Sugar Land, TX 77479
83
Wealthminder
score

William Jobes (CRD# 258753) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Sugar Land, TX and has over 35 years of experience in the finance industry.

4
Don C. Cooper
CRD#: 4027030
2245 Texas Drive, Suite 300, Sugar Land, TX 77479
71
Wealthminder
score

Don Cooper (CRD# 4027030) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Sugar Land, TX and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.