Overview
Assets Under Management: $153 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
OFC FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133846), OFC FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
OFC FINANCIAL PLANNING, LLC serves 37 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, OFC FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
OFC FINANCIAL PLANNING, LLC manages $153 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, OFC FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 337
Discretionary Accounts: 337
Regulatory Filings
CRD Number: 133846
Last Filing Date: 2025-02-27 00:00:00
Website: https://ofcwealth.com