OLD OAK FINANCIAL PLANNING, INC.

Overview

Old Oak Financial Planning, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual principal. The firm registered with the SEC in 2019 and focuses its practice on individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly fees, and fixed fees. Old Oak does not position itself as a capital allocator, is not an active ESG investor, and does not report multi-state adviser status or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives