Oakdale Wealth Management

Oakdale Wealth Management (CRD# 123236) is a financial advisory firm headquartered in Millis, MA. They manage $21,075,000 in 257 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $82,004
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Oakdale Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
James G. Daly
CRD#: 4273992
266 Main St., Suite 25, Medfield, MA 02052
96
Wealthminder
score

James Daly (CRD# 4273992) is an Investment Advisor Representative working at Oakdale Wealth Management in Medfield, MA and has over 17 years of experience in the finance industry.

2
Michael J. O'keeffe
CRD#: 5086632
730 Main St., Suite 1c, Millis, MA 02054
93
Wealthminder
score

Michael O'keeffe (CRD# 5086632) is an Investment Advisor Representative working at Oakdale Wealth Management in Millis, MA and has over 12 years of experience in the finance industry.

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