Oakwood Advisory Group, LLC
Oakwood Advisory Group, LLC (CRD# 159691) is a financial advisory firm headquartered in Dallas, TX. They manage $14,740,498 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$249,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Wesley Young (CRD# 2758754) is an Investment Advisor Representative working at Oakwood Advisory Group, LLC in Prosper, TX and has over 12 years of experience in the finance industry. Wesley Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.