OGLESBY WEALTH STRATEGIES, LLC

Overview

Oglesby Wealth Strategies, LLC is a privately owned limited liability company that operates as a capital allocator and advisory practice. The firm lists financial planning, pension consulting and the selection of other advisers as its primary advisory activities, indicating a client-facing planning role combined with manager selection and oversight. It is classified as unclassified and reports an owner-type of individual; it is not marked as an active ESG investor and is not designated as a multi-state adviser. Fee arrangements available from the firm include percentage-of-AUM billing, hourly charges, fixed fees and other fee types, suggesting flexibility to serve a mix of engagement sizes and needs. Industry affiliation with an insurance company is noted, which may influence product access or distribution relationships. Given the emphasis on selecting other advisers and using third-party managers, the firm appears to act as a discretionary allocator where appropriate and as a consultant for clients who require manager sourcing and oversight.

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