Oakton Financial provides financial planning and investment management services. Oakton Financial works with you to understand your current situation and goals. They will create a tailored financial plan and manage your investment portfolio. Oakton Financial's services include cash flow analysis, debt management, risk management, employee benefits review, retirement planning, education planning, tax planning strategies, estate planning, charitable giving, investment consultation, and business consultation.
Assets Under Management$12M
Clients7
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management
Oakton Financial provides ongoing financial planning and portfolio management for a quarterly fee.
- Accumulators (individuals and families who are 10 or more years from retirement) pay $8,000 per year ($2,000 per quarter).
- Retirees and Pre-Retirees (individuals and families less than 10 years from retirement or already in retirement) pay $12,000 per year ($3,000 per quarter).
The fee increases annually by 2%.
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