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Oak & Vine Wealth ManagementFinancial advisor in Paso Robles, CA

Oak & Vine Wealth Management is a financial advisor at 1502 Spring St Ste D, Paso Robles, CA 93446, ranked #1 of 21 financial advisors in Paso Robles and rated 5.0 from 7 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.

Paso Robles, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 504-1952Website ↗

Key facts

Key facts about Oak & Vine Wealth Management
Address1502 Spring St Ste D, Paso Robles, CA 93446Get directions
Phone(805) 504-1952
Websiteoakandvinewm.com
HoursMonday to Friday: 7:30 AM – 6 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Paso Robles and 4 towns within 25 miles: Atascadero, Morro Bay, Los Osos and San Luis Obispo.

Based in Paso Robles, CAView on map

Opening hours

Opening hours for Oak & Vine Wealth Management
DayHours
Monday7:30 AM – 6 PM
Tuesday7:30 AM – 6 PM
Wednesday7:30 AM – 6 PM
Thursday7:30 AM – 6 PM
Friday7:30 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oak & Vine Wealth Management

How is Oak & Vine Wealth Management ranked in Paso Robles?

Oak & Vine Wealth Management is ranked #1 of 21 financial advisors in Paso Robles by RFA Score, with 63 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 Oak & Vine Wealth Management’s hours?

Oak & Vine Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oak & Vine Wealth Management serve?

Serves Paso Robles and 4 towns within 25 miles: Atascadero, Morro Bay, Los Osos and San Luis Obispo. 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 Oak & Vine Wealth Management?

Oak & Vine Wealth Management has a rating of 5.0 from 7 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 Oak & Vine Wealth Management?

Call Oak & Vine Wealth Management on (805) 504-1952. The business is at 1502 Spring St Ste D, Paso Robles, CA 93446. 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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Compare nearby financial advisors

Oak & Vine Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oak & Vine Wealth Management (this business)—635.0 (7)NoNo
Crew Wealth Management#2635.0 (28)NoNo24.0 mi
Edward Jones - Financial Advisor: Joe Boche#3635.0 (26)NoNo24.0 mi

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