Mark Garbacik
OLD Oak Financial Planning · Brighton, Michigan
Mark Garbacik is a fee-only financial advisor at OLD Oak Financial Planning in Brighton, Michigan, who holds the CFP credential. OLD Oak Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | OLD Oak Financial Planning |
|---|---|
| Based in | Brighton, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.3M across 653 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI · CRD 1522425 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oldoakfinancial.com |
How Mark's firm compares
- OLD Oak Financial Planning's average account is about $245,000, from its Form ADV (assets managed divided by 653 accounts).
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Questions about Mark
Is Mark Garbacik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and OLD Oak Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, OLD Oak Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Garbacik based?
Mark Garbacik is based in Brighton, Michigan.
What credentials does Mark Garbacik hold?
Mark Garbacik holds the CFP credential.
Is Mark Garbacik registered with the SEC?
Yes. Mark Garbacik is registered as an investment adviser representative in FL and MI (CRD 1522425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLD Oak Financial Planning manage?
OLD Oak Financial Planning reports $160.3M across 653 accounts in assets under management.
How do I contact Mark Garbacik?
Through Mark's website, www.oldoakfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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.
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