Gordon Oak Financial, LLC

Overview

Gordon Oak Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory offering emphasizes financial planning and client education, with services that explicitly include financial planning engagements and seminars or workshops. Compensation arrangements include hourly fees, fixed fees and other non-asset-based billing; the firm does not identify itself as a capital allocator. Regulatory and operational notes in the profile indicate the SEC registration year is not listed, the adviser is not positioned as a multi-state or newly formed firm, and it does not identify as a pension consultant. Gordon Oak Financial reports an industry affiliation with accounting professionals. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives