About BentOak Capital
Our firm has been offering wealth management services since 1994, spanning decades and generations. Both then and now, relationships have been at the core of what we do.
At our wealth management firm, you will never be "just a number," and your advisor will never be "just a suit." We're local community members, but we're also nationally recognized professionals.
We will work hard to fully understand your objectives and financial background, so we can craft an individualized financial plan that accounts for your specific wishes and worries.
Our Locations:
Weatherford
201 Fort Worth Hwy
Weatherford, TX 76086
Fort Worth
5000 Overton Plaza Suite 110
Fort Worth, TX 76109
Lubbock
611 University Ave. Suite 220
Lubbock, TX 79401
See Disclosures
General Information
Firm Start Year
1994
No. of Employees
10-19
CRD#
6656223
Firm CRD#
173563
Name of Broker/Dealer
LPL Financial
States Licensed in
TX
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Flat Fee, Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891808/financialplanners-BentOak-Capital-detailed-disclosure.html
Disclaimer
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through BentOak Capital, a registered investment advisor, and separate entity from LPL Financial. The LPL Financial representatives associated with the website may discuss and/or transact securities business only with residents of states in which they are properly licensed. No offers may be made or accepted from any resident outside of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, ID, IL, FL, GA, HI, KS, KY, LA, ME, MO, NC, NJ, NM, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI.