Overview
Assets Under Management: $160 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 50
Average Client Assets: $2.1 million
Frequently Asked Questions
OLD OAK FINANCIAL PLANNING, INC. 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 #122500), OLD OAK FINANCIAL PLANNING, INC. is subject to fiduciary duty under federal law.
OLD OAK FINANCIAL PLANNING, INC. is headquartered in BRIGHTON, MI.
OLD OAK FINANCIAL PLANNING, INC. serves 50 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, OLD OAK FINANCIAL PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
OLD OAK FINANCIAL PLANNING, INC. manages $160 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, OLD OAK FINANCIAL PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.15%
Average Client Assets: $2.1 million
Total Client Accounts: 653
Discretionary Accounts: 399
Non-Discretionary Accounts: 254
Regulatory Filings
CRD Number: 122500
Filing ID: 2065842
Last Filing Date: 2026-03-09 10:55:23