Disclosures

As a fee-only firm, we believe transparency of relationships and fees helps build trust with our clients. 

Please use the links on this page to access our disclosure forms.

 

Part 2A, Part 2B & Privacy Policy

ADV Part 2A and 2B

View the Form

ADV Part 3

ADV Part 3

View the Form

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.