Sunit Bhalla
OakTree Financial Planning, LLC · Fort Collins, Colorado
Sunit Bhalla is a fee-only financial advisor at OakTree Financial Planning, LLC in Fort Collins, Colorado, who holds the CFP and MSFP credentials. Sunit focuses on estate & legacy planning. OakTree Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | OakTree Financial Planning, LLC |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $90.2M across 99 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in CO · CRD 5545383 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oaktreefp.com |
How Sunit's firm compares
- OakTree Financial Planning, LLC's average account is about $911,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Sunit
Is Sunit Bhalla a fee-only financial advisor?
Yes. Sunit Bhalla is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sunit's firm.
How does Sunit charge for financial advice?
Sunit's firm, OakTree Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Sunit work with clients virtually?
Yes. OakTree Financial Planning, LLC says on its website that it works with clients remotely.
Where is Sunit Bhalla based?
Sunit Bhalla is based in Fort Collins, Colorado.
What does Sunit specialize in?
Sunit's specialties include estate & legacy planning. Sunit works with tech employees.
What credentials does Sunit Bhalla hold?
Sunit Bhalla holds the CFP and MSFP credentials.
Is Sunit Bhalla registered with the SEC?
Yes. Sunit Bhalla is registered as an investment adviser representative in CO (CRD 5545383), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does OakTree Financial Planning, LLC manage?
OakTree Financial Planning, LLC reports $90.2M across 99 accounts in assets under management.
How do I contact Sunit Bhalla?
Through Sunit's website, oaktreefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- OakTree Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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