OAK FINANCIAL PLANNING AND COACHING, LLC

Overview

Oak Financial Planning And Coaching, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with a planning-centric approach: its listed activities center on financial planning services, the selection of other advisers and running educational seminars and workshops. Fee arrangements are project- and advice-oriented rather than AUM-based, relying on hourly charges and fixed fees, which suggests the firm positions itself for clients seeking specific planning engagements or periodic advice instead of ongoing asset-management mandates. The firm identifies as a capital allocator, meaning it places client capital with third-party managers rather than concentrating solely on in-house portfolio construction. It does not list ESG investing as an active focus, and it is not structured as a multi-state adviser. Oak Financial Planning And Coaching, LLC does not present itself as a pension consultant or a related adviser to another registered entity.

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Location & Offices