Firm
OakTree Financial Planning and Consulting
Basking Ridge, New Jersey
Fee-only
OakTree Financial Planning and Consulting at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 22 individual clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Basking Ridge, New Jersey |
|---|---|
| Website | oaktreefinancialplanning.com |
| Phone | (973) 908-8960 |
OakTree Financial Planning and Consulting fees
OakTree Financial Planning and Consulting doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | 22 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 146022 |
Advisors at this firm (1)
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