Zachary Willie
Oakridge Financial Planning (OFP) · San Antonio, Texas
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $91K across 5 accounts |
| SEC registration | Investment adviser representative in ID, TX · CRD 8063479 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oakridgefinancialplanning.com |
| Profile |
How Zachary's firm compares
- Ongoing planning starts at $420 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $399, below the Texas median of $1,575 for fee-only firms that publish prices.
- Oakridge Financial Planning (OFP)'s average account is about $18,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Zachary
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.
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
- Oakridge Financial Planning (OFP) 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.
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