Oakridge Financial Planning LLC

Overview

Oakridge Financial Planning LLC is a small, independent registered investment adviser focused on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client engagement model is fee-based, with billing available as a percentage of assets under management, hourly charges, or fixed fees. Oakridge does not position itself as a capital allocator to outside alternative managers and is not identified as an active ESG investor. With a clear tilt toward direct equity exposure, the firm appears to run straightforward, equity-first portfolios that are likely implemented using exchange-traded instruments and mutual funds rather than complex alternative strategies. The adviser is owned by an individual and operates without a multi-state or multi-branch footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices