Adam Craig Fisher

Oak Lane Advisors

19 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningReal Estate InvestingDivorce PlanningHigh Net Worth

Oak Lane Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

794 clients

Average Client Portfolio

$463K average

Assets Under Management

$367.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $1.0M	1.15%
$1.0M - $2.0M	1.00%
$2M+	0.90%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam is involved in numerous business activities, including insurance sales, real estate, equipment rentals, and holding companies. He owns Wasatch Retirement Group LLC, which focuses on life insurance, retirement cash flow planning, fixed annuities, and Medicare insurance sales, and WRG Insurance LLC, an insurance producer entity.

Employment History

Current Registrations

Oak Lane Advisors

May 2007 - Present · 18 yrs 9 mos

Previous Registrations

Arete Wealth Management, LLCBroker

March 2009 - March 2020 · 11 yrs

Private Consulting Group, INC.Broker

November 2006 - March 2009 · 2 yrs 4 mos

State Registrations2 states

TXUT

Advisor

Exams

No exam information available for this advisor.