SkyOak Wealth
SkyOak Wealth is a fee-only Registered Investment Advisor in Southfield, Michigan, offering boutique wealth management, investment management, asset protection, and legacy planning to HNW individuals, families, executives, and select institutions across four integrated service lines.
- Company typePrivate
- Founded1996
- HeadquartersSouthfield, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What SkyOak Wealth does
SkyOak Wealth is a fee-only Registered Investment Advisor (RIA) headquartered in Southfield, Michigan, providing boutique wealth management services to financially successful individuals, families, executives, entrepreneurs, professionals, pre-retirees, and a select set of businesses and institutions. The firm's offering is organized around four integrated product lines: Investment Management (evidence-based, AI-supported portfolio strategies with ongoing monitoring and rebalancing), Wealth Management (holistic, goal-based financial planning), Asset Protection (risk assessment, insurance analysis, liability management), and Legacy Strategies (estate planning coordination). Service delivery emphasizes coordinated advice across the client's external professional advisors, including CPAs, estate attorneys, and insurance specialists.
The firm operates on a third-party technology stack rather than proprietary infrastructure: Charles Schwab serves as the custodial platform, Orion Advisor provides the portfolio portal, and MoneyGuidePro powers financial planning. AI-supported portfolio strategies are deployed as a supplementary analytical tool, with outputs reviewed and implemented by the advisory team. The firm is led by Managing Partners Craig T. Simmons and Jeremy Brandt, alongside partners Ken Brandt (co-founder) and D. Bradley Gill III, supported by a compliance officer, finance and operations leadership, and a dedicated Integrator of Growth. The team advertises 100+ years of combined advisory experience and emphasizes a multi-generational continuity narrative.
SkyOak Wealth's business model is fee-only recurring advisory revenue (annual billing cadence), with no commissions or product sales, structurally aligning advisor incentives with client outcomes. The go-to-market is intentionally selective and relationship-driven, relying on referrals from accountants, estate attorneys, and professional networks, supplemented by a content-led website and LinkedIn presence. The firm traces its roots to 1995-1996 partnerships co-founded by Ken Brandt and Craig T. Simmons, and has consolidated multiple prior advisory entities (WSB Advisors, BKS Advisors, Platinum Investment Partners, Brandt Kelly & Simmons Securities) under the unified SkyOak Wealth brand as of 2026.
SkyOak Wealth firmographics
Firmographics- Name
- SkyOak Wealth
- Legal name
- SkyOak Wealth
- Website
- https://skyoakwealth.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SkyOak Wealth is a fee-only Registered Investment Advisor in Southfield, Michigan, offering boutique wealth management, investment management, asset protection, and legacy planning to HNW individuals, families, executives, and select institutions across four integrated service lines.
- Ownership category
- akta.pro rank
SkyOak Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where SkyOak Wealth is headquartered
LocationHeadquarters
- HQ city
- Southfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SkyOak Wealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fee-Only Advisory Services: Operates as a fee-only Registered Investment Advisor compensated directly by clients. Does not receive commissions or product sales. This structure aligns firm success with client success.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only advisory with transparent pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
SkyOak Wealth product offering
Product offeringCore offering
SkyOak Wealth is a fee-only Registered Investment Advisor that delivers boutique wealth management combining disciplined, AI-supported investment management with holistic financial planning, asset protection, and legacy/estate coordination. Services are tailored for successful individuals, families, and institutions, with coordination across CPAs, estate attorneys, and insurance specialists.
Product overview
SkyOak Wealth is a boutique wealth management firm offering a unified platform of four integrated service areas: Investment Management (disciplined, AI-supported portfolio strategies), Wealth Management (holistic financial planning), Asset Protection (risk assessment and mitigation), and Legacy Strategies (estate planning coordination). The firm operates as a fee-only Registered Investment Advisor, combining institutional-level investment management with personalized financial planning. Services are coordinated with external professionals including CPAs, estate attorneys, and insurance specialists.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
Companies that use SkyOak Wealth
Customer profileSegments4 records
Ideal customer profiles4 records
SkyOak Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability2 records
Feature1 record
SkyOak Wealth partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Charles SchwabcoreCustodial platform partner for client accounts. Clients log in directly via Charles Schwab to view custodial accounts.
- Orion AdvisorcorePortfolio portal platform partner. Clients access personal portfolio portal via Orion's platform.
- MoneyGuideProcorePersonal wealth planning platform. Clients access personal wealth plans via MoneyGuidePro.
Scale indicators2 records
Recent moves3 records
Expansion highlights5 records
SkyOak Wealth competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: National RIA platform serving HNW clients with comprehensive wealth management, estate planning, and institutional services. Comparable to SkyOak in service breadth and HNW focus; represents the scaled-platform peer SkyOak could emulate or be acquired by.
- Edelman Financial Engines: Large fee-only RIA providing wealth management and financial planning to HNW households, including concentrated-position executives. Comparable to SkyOak in fee-only fiduciary model and HNW/executive target market.
- Wealth Enhancement Group: National RIA platform that acquires boutique advisory firms serving HNW households with comprehensive wealth management. Comparable to SkyOak in fiduciary HNW model; an active consolidator in the boutique RIA space.
- Hightower Advisors: RIA platform that acquires and partners with high-quality advisory firms serving HNW clients. Highly comparable to SkyOak as both a competitive peer and a potential acquirer given SkyOak's boutique HNW positioning.
- Creative Planning: Large multi-disciplinary RIA serving HNW individuals and institutions with fee-only wealth management, financial planning, and tax services. Comparable to SkyOak in fiduciary model and HNW segment focus, but vastly larger in scale and geographic footprint.
- Fisher Investments: Large privately-held investment adviser primarily serving HNW individuals and institutional clients with discretionary portfolio management. Comparable to SkyOak in HNW target market and fee-based model; orders of magnitude larger in AUM.
Direct peers
- Sanctuary Wealth: RIA platform partnering with high-end breakaway advisors and boutique firms serving HNW clients. Directly comparable to SkyOak as a potential acquirer/partner given multi-generational boutique RIA profile and HNW focus.
- Carson Wealth: RIA platform serving HNW clients with holistic financial planning, investment management, and tax strategies. Comparable to SkyOak in fee-only model and goals-based planning approach; offers hybrid independent/RIA model similar to multi-generational boutique RIAs.
- Buckingham Strategic Wealth: Fee-only RIA providing goals-based wealth management, financial planning, and tax-focused strategies to HNW individuals and families. Directly comparable to SkyOak in service model, fiduciary positioning, and HNW/executive segment focus.
Emerging players
- Facet Wealth: Digital-first fee-only RIA providing financial planning and investment management to HNW clients at lower fees than traditional boutique RIAs. Comparable to SkyOak in fee-only fiduciary model and goals-based planning, but competes on price and digital delivery.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
SkyOak Wealth social profiles
Digital presenceSkyOak Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
SkyOak Wealth leadership team
Management profileNumber of profiles
Profiles10 records
SkyOak Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SkyOak Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SkyOak Wealth
What does SkyOak Wealth do?
SkyOak Wealth is a fee-only Registered Investment Advisor that delivers boutique wealth management combining disciplined, AI-supported investment management with holistic financial planning, asset protection, and legacy/estate coordination. Services are tailored for successful individuals, families, and institutions, with coordination across CPAs, estate attorneys, and insurance specialists.
Is SkyOak Wealth a public or private company?
SkyOak Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SkyOak Wealth founded?
SkyOak Wealth was founded in 1996. It employs 11 to 50 people.
Where is SkyOak Wealth based?
SkyOak Wealth is headquartered in Southfield, United States, in the North America region.
How does SkyOak Wealth make money?
One revenue line is on record: fee-Only Advisory Services.
Who are SkyOak Wealth's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Edelman Financial Engines, Wealth Enhancement Group, Hightower Advisors, Creative Planning and Fisher Investments. Direct peers are Sanctuary Wealth, Carson Wealth and Buckingham Strategic Wealth. Facet Wealth is listed as an emerging player.
Does SkyOak Wealth have an API?
No public API is recorded for SkyOak Wealth.
What industry is SkyOak Wealth in?
SkyOak Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.