Stacy Starr
OLD Oak Financial Planning · Brighton, Michigan
Stacy Starr 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.
Request an introduction to Stacy →
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 MI · CRD 7613829 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oldoakfinancial.com |
| Profile |
How Stacy's firm compares
- OLD Oak Financial Planning's average account is about $245,000, from its Form ADV (assets managed divided by 653 accounts).
Request an introduction to Stacy
Tell Stacy a little about what you're looking for. Stacy 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 Stacy
Is Stacy Starr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacy 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 Stacy charge for financial advice?
Stacy's firm, OLD Oak Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stacy Starr based?
Stacy Starr is based in Brighton, Michigan.
What credentials does Stacy Starr hold?
Stacy Starr holds the CFP credential.
Is Stacy Starr registered with the SEC?
Yes. Stacy Starr is registered as an investment adviser representative in MI (CRD 7613829), 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 Stacy Starr?
Through Stacy'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.
See something wrong? Request a correction. Read our methodology.