Firm
OLD Oak Financial Planning
Brighton, Michigan
Fee-only
OLD Oak Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 264 individual clients, 50 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 653 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Brighton, Michigan |
|---|---|
| Website | oldoakfinancial.com |
| Phone | (810) 220-4400 |
OLD Oak Financial Planning fees
OLD Oak Financial Planning 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $160 million |
| Individual clients | 214 |
| High-net-worth clients | 50 |
| Accounts managed | 653 |
| Employees | 2 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-117480) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 122500 |