Phillip Hanks

CFP®

Black Oak Wealth Management, Inc.

President & CEO

Phillip Hanks

CFP®

Black Oak Wealth Management, Inc.

President & CEO

Tie-Loathing. Stock Loving. Father & Husband. Fueled by Coffee & Kombucha. Business Owner. Thriving in the chaos of the unpredictable. - Phillip Hanks, CFP®

Fee-Only financial planner located in Oak Ridge, NC, serving clients locally and across the country.

Phillip Hanks is a Oak Ridge, NC fee-only financial planner. Black Oak Wealth Management, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Phillip Hanks is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Phillip Hanks is a fee-only financial advisor at Black Oak Wealth Management, Inc., located in Oak Ridge, NC. Fiduciary. Fee Only. Financial Advisor providing investment management & financial planning.

Best Interests

Independent. Fee-Only. Financial Advisor. This means that we make decisions that we believe to be best for you. At the end of the day, much of that comes down to our business model and the planning process.

Risk/Return Optimization

We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns, and monitoring for portfolio allocation drifts from tactical weighting targets.

Nothing Hidden

There’s no hidden agenda. We're not commission based. We function in a high transparency environment. We target very low expense ratios for our client's accounts.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings - Zoom Video Conferencing
  • Clearly Defined Fees... 1% on first $500,000 AUM; 0.25% on next $4 Million; then 0% thereafter (AUM Fees capped at $15,000 max per year) - paid in arrears, based on end of quarter values.
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Phillip Hanks is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Phillip Hanks is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Phillip Hanks

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Office Locations:

  • 8004 Linville Rd
    Ste D3
    Oak Ridge, NC 27310

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