BentOak Capital- Financial Advisor Weatherford, TX

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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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891808/paladinregistry-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.

Paladin Advisors

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Paladin Research Report For:

BentOak Capital