Anna Popke
Majestic Oak Financial · Round Rock, Texas
Anna Popke is a fee-only financial advisor at Majestic Oak Financial in Round Rock, Texas, who holds the CFP credential. Anna focuses on retirement planning, estate & legacy planning and small business owners. Majestic Oak Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Anna →
Specialties
Facts
| Firm | Majestic Oak Financial |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.1M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR, CA, NY, TX · CRD 4774215 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.majesticoakfinancial.com |
| Profile |
How Anna's firm compares
- Majestic Oak Financial's average account is about $248,000, from its Form ADV (assets managed divided by 206 accounts).
Request an introduction to Anna
Tell Anna a little about what you're looking for. Anna isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anna
Is Anna Popke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Majestic Oak Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Majestic Oak Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anna Popke based?
Anna Popke is based in Round Rock, Texas.
What does Anna specialize in?
Anna's specialties include retirement planning, estate & legacy planning and small business owners.
What credentials does Anna Popke hold?
Anna Popke holds the CFP credential.
Is Anna Popke registered with the SEC?
Yes. Anna Popke is registered as an investment adviser representative in AR, CA, NY and TX (CRD 4774215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Majestic Oak Financial manage?
Majestic Oak Financial reports $51.1M across 206 accounts in assets under management.
How do I contact Anna Popke?
Through Anna's website, www.majesticoakfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Majestic Oak Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.