Firm
Oakridge Financial Planning (OFP)
San Antonio, Texas
Fee-only
Oakridge Financial Planning (OFP) at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $18,000 (assets it manages divided by its 5 accounts).
- Its ongoing planning fee starts at $420 a year, below the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | oakridgefinancialplanning.com |
| Phone | (949) 508-9572 |
Oakridge Financial Planning (OFP) fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $420 a year |
|---|---|
| One-time plan | From $399 |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly · Percentage of assets |
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 19, 2026 |
| SEC record | CRD 335725 |