White Oak Financial Management, Inc.

White Oak Financial Management, Inc. (CRD# 142615) is a financial advisory firm headquartered in Asheville, NC. They manage $63,318,400 in 448 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $141,336
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
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.

NC, TX

Financial Advisors at White Oak Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brent A. Ford
CRD#: 5178547
1270 Hendersonville Road, Suite #4, Asheville, NC 28803
96
Wealthminder
score

Brent Ford (CRD# 5178547) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 10 years of experience in the finance industry. Brent Ford 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.

2
Laura C. McCue
CRD#: 1641155
1270 Hendersonville Road, Suite #4, Asheville, NC 28803
93
Wealthminder
score

Laura McCue (CRD# 1641155) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 29 years of experience in the finance industry.

3
Kevin V. Martin
CRD#: 1272816
1270 Hendersonville Road, Suite #4, Asheville, NC 28803
83
Wealthminder
score

Kevin Martin (CRD# 1272816) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 32 years of experience in the finance industry.

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