At BentOak Capital, we work with people who are facing real life decisions. Whether it is retirement, selling a business, or navigating family dynamics, they come to us for clarity and a plan that actually fits.
We're an independent, fee-only firm, still owned and led by our founding family. No outside investors. No private equity backing. Just a team of professionals who are personally invested in doing what's right for the people we serve. That kind of personal commitment is what builds the long-term relationships our clients value most. Clients work with a team they know - advisors who stay involved, follow through, and take ownership at every step.
Our process is thoughtful and personalized. We take time to understand what matters most to you, then help you move forward on a path of confidence with a clear, practical plan aligned with your values and goals.
If that sounds like what you're looking for, we'd love to talk.
Our Locations:
Weatherford
201 Fort Worth Hwy
Weatherford, TX 76086
Fort Worth
5000 Overton Plaza Suite 110
Fort Worth, TX 76109
Lubbock
5107 82nd Street
Lubbock, TX 79424
Hayden Hill
CFP®
Hayden is a Wealth Advisor at BentOak Capital working primarily in our Weatherford office. Hayden enjoys meeting with clients to help them pursue their goals and contributes to the firm's overall financial planning and investment management process.
Hayden is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to the CFP® certification, Hayden maintains the Series 7 license through LPL Financial, as well as the Series 66 with LPL Financial and Garrett Wealth Advisory Group. Hayden also holds a Texas Life and Health Insurance license.
Hayden graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning.
He currently serves as the Board President for Kids Who Care of Fort Worth, TX and President Elect for Texas Tech Personal Financial Planning Alumni Advisory Board. Hayden is a graduate of Leadership Fort Worth and Leadership Weatherford, and he is actively involved in the Young Business Leaders of Weatherford, Weatherford Chamber of Commerce, and East Parker County Chamber of Commerce. Hayden has a passion for mentoring and is also a member of Christ Chapel Bible Church - West Campus.
AJ Bunn
CFP®
AJ is a Wealth Advisor at BentOak Capital, based in the Lubbock office. In this capacity, he collaborates with clients to articulate and pursue their financial goals and employs a dedicated approach to breaking down the stereotypical advisor profile by simplifying the intricacies of the often overwhelming financial landscape. AJ holds the CFP® certification in the highest regard, emphasizing his belief that a genuine financial plan transcends a basic investment strategy or financial product. The Client-Advisor relationship is rooted in honesty, trust, and diligence, addressing all aspects of an individual's life.
AJ is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to the CFP® certification, AJ maintains the Series 7 license through LPL Financial, as well as the Series 66 with LPL Financial and Garrett Wealth Advisory Group. AJ also holds a Texas Life and Health Insurance license.
A graduate of Texas Tech University, AJ holds dual degrees in Personal Financial Planning and Economics. During his time at Texas Tech, he actively participated in the personal financial planning program, achieving notable success by securing a national championship in the annual FPA Financial Planning Challenge.
AJ is actively involved in the Lubbock business community and currently serves as the chairman of the Young Professionals Committee through the Lubbock Chamber of Commerce. He is proud to live and work in Lubbock and finds fulfillment in connecting with fellow business professionals in and around Lubbock.
Tanner Castle
CFP®
Tanner is a Wealth Advisor at BentOak Capital and works in the Lubbock office. Tanner believes the foundation of the relationship between a financial planner and a client is trust and is built through candor, competency, and diligence.
Tanner has been a Certified Financial Planner™ practitioner since 2019 and a financial planner since 2017. Tanner graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning. He currently serves on the Texas Tech University Alumni Advisory board where he sits on the Networking Committee, and also recently joined the FPA DFW NexGen Committee.
Madison Wallace
CFP®
Madison is a Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison believes the role of a financial planner is to help clients develop a comprehensive strategy to achieve their long-term objectives and lifestyle goals. She helps the firm create scalable workflows and processes, while also contributing to the firm's overall financial planning and investment management process.
Madison currently serves on several boards and committees: Treasurer for the Women's Policy Forum of Tarrant County, The Investment Committee For The Girl Scouts of Texas Oklahoma Plains, Director for the DFW Chapter of the Financial Planning Association NexGen Committee, and the Texas Tech University Personal Financial Planning Alumni Advisory Board. Madison also serves as a voting member of our investment committee and is a member of the Fort Worth Chamber of Commerce.
Madison graduated Cum Laude from Texas Tech University in 2017 with a Bachelor of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. Madison also holds a Texas Life and Health Insurance license, the Series 7 license through LPL Financial, and the Series 66 with LPL Financial and Garrett Wealth Advisory Group.
General Information |
| Firm Start Year: | 1994 | |
| No. of Employees: | 10-19 | |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | TX |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Estate Planning & Trusts, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management |
Services |
| Investment Types: | Bonds, Stocks, Annuities, Insurance, Commodities, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Phone, Our Offices, Video Conference, Email |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Please remember to contact BentOak Capital ("BentOak"), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that BentOak to effect any specific transactions for your account. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bentoakcapital.com. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
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