Oak Financial Planning provides financial planning services covering cash flow, debt management, education funding, retirement planning, risk management, and estate planning. They also offer investment supervisory services and engage institutional investment managers. Oak Financial Planning manages investment portfolios and may recommend sub-advisors or third-party investment managers. Educational workshops on personal finance and investing are also available.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
If a sub-advisor is engaged, their fee will be charged in addition to Oak Financial Planning's fee, but the total asset-based fee paid by the client will not exceed 2.00%. Third-party investment management fees range from 0.50% to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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