Standing Oak Advisors
Standing Oak Advisors

Standing Oak Advisors

Offers remote services
Offers remote services
contact for price

Zip code

It’s free, with no obligation to book

Introduction: We stand out in two ways. One, we focus on preserving your assets (from challenges like taxes) and we create income from your investments. We do not try to be everything to everyone. We focus on being the absolute best in our specific niche. Two, we are a boutique firm whose existence revolves around you and providing excellent service to the families we serve. If you can't live without us, we aren't doing our job. Our families thoroughly enjoy our client centered approach and communication. These last few years, my joy has been improving upon the poor communication that has beset the investment industry. Don't Play Chicken with Your Nest Egg received a Best Seller status from Amazon in August of 2017! Most investments concepts are simple at their core. The investment industry has simply done a poor job communicating those ideas. I love hearing, "I get it! It's so simple. Why didn't anyone ever explain it that way before?" It's also very gratifying when a new family (or client) is surprised when we call back quickly or when we call at all! People are used to bad surprises from their investments. We like begin a breath of fresh air.
Overview

Hired 3 times

Serves Fullerton, CA

Background checked

License verified

4 employees

15 years in business

Payment methods

Check, Credit card

Featured Projects

10 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

7 reviews

5
100%
4
0%
3
0%
2
0%
1
0%

Read reviews that mention:


pro avatar
Dylan J.
May 25, 2018
Scott has the ability to explain complicated financial concepts in simple, easy-to-understand terms. His first priority is always the client. I would definitely work with Scott again.
pro avatar
Jim H.
May 24, 2018
Scott Eichler treated my wife and I with such respect. Though our resources are limited, he responded to us as if we were millionaires. Our financial position was and is greatly enhanced and secure, thanks to Scott!
pro avatar
Thomas C.
Feb 9, 2018
·

Hired on Thumbtack

Hired on Thumbtack

Went above and beyond. I was looking for something that I didn't think I would find. The cold hard truth about finance is that most people are looking out for themselves first. What's in it for them. There is no incentive to take someone who may not benefit you directly and help them anyway. But Scott did just that. He was the first person in 3 days that gave me the info I needed. Professionals should be expected to provide information about their profession regardless of how it benefits them. Unfortunately that is not the case. So most people are dealing with non professionals when getting advice on their finances. Scary proposition if you ask me. In this case Scott proved he is a true professional and if you truly want someone looking after your money, trust me, your search should stop here.
Personal Financial Planning
pro avatar
David J.
Jun 23, 2016
Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!
pro avatar
DeAnn J.
May 25, 2018
I like working with Scott, he tells me what I need to know and what I don't want to hear. He listens to what I say and then we talk about it. Then I follow his advise.
Credentials
License

License Type: Investment Adviser Representative (CA)

License verified on 8/27/2021

Background Check

Scott Eichler

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We are a fee based advisory firm. Our fees begin at 1%/yr of assets you entrust us to invest. In other words. If you invested $100, we would charge $1 per year. If your investment grew to $200, we would now charge $2 per year. This was, we have a vested interest in seeing your assets grow. With every family we perform a cost/value analysis of fees. We endeavor to provide families with a fee structure that fits their situation. Every family receives a report of our estimated annual fees.

  • What is your typical process for working with a new customer?

    First, we like to chat on the phone and address immediate questions. In the event we decide a meeting is the best place to start, we sit down in the office or chat via the internet. We discuss your experience with investing, your feelings on the market, and any concerns that you may have. We take our time reviewing goals and review the tools you are using to accomplish those goals. Most importantly, we have a chance to learn how you communicate. I find this is the most important part of our process. My goal is for you to understand what I am doing. This empowers you to guide me toward investments that fit you are comfortable with. Finally, we sit down, review our findings, and, together, we determine the best course of action to follow.

  • What education and/or training do you have that relates to your work?

    I have been licensed since 2007 and am constantly attending classes to improve my knowledge base. I have a number of investment licenses (series 7 and 65) and I have a Life and Health license. I also have a marriage license ... HAHA! I maintain these licenses in an effort to be as transparent as possible. This also allows me to select from the largest set of tools. No two families are identical, hence we may need different tools for each job. My father once told me, "No tool is useful for all jobs, but every tool is useful for its job."

Not what you’re looking for?

No problem: we have pros for every job.