Firm
Gordon Oak Financial
Plano, Texas
Fee-only
Gordon Oak Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 39 individual clients, 1 of them high net worth.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Plano, Texas |
|---|---|
| Website | gordonoakfinancial.com |
| Phone | (214) 326-0820 |
Gordon Oak Financial fees
Gordon Oak Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 38 |
| High-net-worth clients | 1 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 310697 |