# Zachary Willie

> Zachary Willie is a fee-only financial advisor at Oakridge Financial Planning (OFP) in San Antonio, Texas. Zachary charges an ongoing planning fee, a one-time planning fee, hourly fees and a percentage of assets (ongoing planning from $419.88 a year and one-time plans from $399) and focuses on retirement planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/zachary-willie/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oakridge Financial Planning (OFP)
- **Based in:** San Antonio, Texas
- **Fee model:** Ongoing planning fee; One-time planning fee; Hourly; Percentage of assets
- **Fees (firm's website):** ongoing planning from $419.88 a year; one-time plans from $399
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $91K across 5 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees
- **CRD:** 8063479 (https://adviserinfo.sec.gov/individual/summary/8063479)
- **SEC registration:** Investment adviser representative in ID, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.oakridgefinancialplanning.com

## Frequently asked questions

### Is Zachary Willie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Oakridge Financial Planning (OFP) reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zachary charge for financial advice?

Zachary charges an ongoing planning fee, a one-time planning fee, hourly fees and a percentage of assets.

### How much does Zachary charge?

According to Oakridge Financial Planning (OFP)'s website, checked October 30, 2026: ongoing planning from $419.88 a year; one-time plans from $399.

### Where is Zachary Willie based?

Zachary Willie is based in San Antonio, Texas.

### What does Zachary specialize in?

Zachary's specialties include retirement planning, estate & legacy planning and small business owners. Zachary works with retirees.

### Is Zachary Willie registered with the SEC?

Yes. Zachary Willie is registered as an investment adviser representative in ID and TX (CRD 8063479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oakridge Financial Planning (OFP) manage?

Oakridge Financial Planning (OFP) reports $91K across 5 accounts in assets under management.

### How do I contact Zachary Willie?

Through Zachary's website, www.oakridgefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8063479): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oakridgefinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.