Old Oak Financial Planning is a fee-based financial planning firm providing financial advice. They offer comprehensive financial planning, investment management, and modular plans. Comprehensive planning covers all aspects of a client's financial life. Investment management involves ongoing monitoring and recommendations. Modular plans focus on specific areas of concern and are billed hourly. Old Oak acts as a fiduciary, providing advice in the client's best interest.
Assets Under Management$150M
Clients260
Advisors2
Avg. per Client$590K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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