Get access to our E-newsletter!

Sign up for our e-newsletter today, and receive important updates and tips to know from Oak Harvest Financial Group.

  • ×
  • Sign up for our e-newsletter today, and receive important updates and tips to know from Oak Harvest Financial Group.
    Call Us Call Us
    Connect With Us Phone: 281-822-1350 / | Nosotros hablamos español | Sign Up For Our Newsletter! | Client Portal Login
    Contact Us
  • Discover many of the opportunities available to help you plan for your financial future.
    At Oak Harvest Financial Group, we can help you determine a strategy appropriate for your financial situation.
    Investment Management » Oak Harvest Investment Approach » Fiduciary Standard

    Fiduciary Standard

    Oak Harvest Advisors Operate in a Fiduciary Capacity for All Clients

    Not all advisors are legally required to put their clients first. Only those financial advisors who are licensed as Investment Advisor Representatives are required to act in the best interest of their clients with good faith, honesty and total trust at all times.

    The “fiduciary duty” is the highest standard of care and requires going beyond normal “suitability standards” that brokers and insurance agents must adhere to.

    At Oak Harvest, our fees are transparent, in alignment with your interests and always disclosed before you engage us for financial planning or investment advice.

    Our investment recommendations never come with hidden fees or back-door compensation to the advisor — unlike many banks and brokerage firms.

    Fiduciaries are bound to act with undivided loyalty and utmost good faith. That is the Oak Harvest Way.

    Regardless of whether we are acting as your financial advisor, investment manager or retirement planner, we operate with the following principles and duties: 

     

    Supercharge Your Portfolio

    Investing Mistakes in Retirement

  • About Oak Harvest Financial Group

    “The Retirement income show”

    Listen to our radio show hosted by Troy Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.
    Listen to our Show

    Meet Our Founders

    Troy and Jessica Sharpe have built a team of experienced industry professionals to help you confidently navigate to and through retirement.
    Meet Our Team

    Events

    Join us for an upcoming educational event to better prepare for your financial future
    View Calendar
    Privacy & Disclosures

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.