OAKTREE FINANCIAL PLANNING, LLC

Overview

Oaktree Financial Planning, LLC is an independent registered investment advisor operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm’s client base is composed primarily of individual and family clients; its fee model mixes a percentage of assets under management with hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on publicly offered pooled vehicles as the core sleeve—mutual funds and other public funds make up the bulk of assets—while the firm supplements core exposure with third‑party alternative managers. The firm is not positioned as an institutional capital allocator; instead it integrates external managers for select alternative strategies (real estate, commodities, oil & gas) alongside traditional fixed income and equity exposures. Oaktree Financial Planning is not an active ESG investor and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices