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Oakley Financial LLCFinancial advisor in Charlotte, NC

Oakley Financial LLC is a financial advisor in Charlotte, NC, ranked #34 of 273 financial advisors in Charlotte and rated 5.0 from 19 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (803) 548-4015Website ↗

Key facts

Key facts about Oakley Financial LLC
Phone(803) 548-4015
Websiteoakley401k.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 19 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Matthews, Weddington, Stallings, Belmont, Indian Trail, Mint Hill, Mount Holly, Waxhaw, Harrisburg, Huntersville and Gastonia.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Oakley Financial LLC
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oakley Financial LLC

How is Oakley Financial LLC ranked in Charlotte?

Oakley Financial LLC is ranked #34 of 273 financial advisors in Charlotte by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oakley Financial LLC’s hours?

Oakley Financial LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oakley Financial LLC serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Weddington, Stallings, Belmont, Indian Trail, Mint Hill, Mount Holly, Waxhaw, Harrisburg, Huntersville and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oakley Financial LLC?

Oakley Financial LLC has a rating of 5.0 from 19 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oakley Financial LLC?

Call Oakley Financial LLC on (803) 548-4015. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Oakley Financial LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oakley Financial LLC (this business)—695.0 (19)NoNo
YellowWood Wealth Solutions#32695.0 (21)NoNo3.1 mi
Level Wealth Management#33695.0 (19)NoNo2.4 mi

See all 273 ranked financial advisors in Charlotte