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How does the advisor help clients – Key Takeaways:
- OAK FINANCIAL PLANNING INC. provides comprehensive financial planning services to help clients achieve their financial goals and secure their financial future.
- The advisor assists clients in creating a personalized financial plan by evaluating their current financial situation, understanding their financial goals, and identifying the best strategies to meet those goals.
- OAK FINANCIAL PLANNING INC. also offers investment management services to help clients build and maintain a well-diversified portfolio.
- The advisor provides ongoing support and guidance to clients to help them stay on track with their financial plan and make necessary adjustments as their goals and needs change.
Facts and Insights:
- OAK FINANCIAL PLANNING INC. has been in business for over 10 years, providing financial planning and investment management services to clients.
- The firm currently has over $50 million in assets under management and a team of 5 experienced advisors.
- Through their comprehensive financial planning process, OAK FINANCIAL PLANNING INC. has helped clients save for retirement, plan for their children’s education, and protect and grow their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $50 million | 5 |
Financial Services Offered:
- Personalized Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Risk Management
Client Types:
- Individuals and Families
- Small Business Owners
- High Net Worth Individuals
- Retirees
Fees & Compensation:
OAK FINANCIAL PLANNING INC. operates on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or referral fees. The firm charges a percentage of assets under management, typically ranging from 0.50% to 1.50%, depending on the size of the client’s portfolio and the complexity of their financial situation.
Background:
OAK FINANCIAL PLANNING INC. was founded in 2008 by a team of experienced financial advisors who wanted to provide comprehensive, fee-only financial planning and investment management services to clients. The firm is committed to providing personalized and transparent advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, OAK FINANCIAL PLANNING INC. is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. This includes disclosing any potential conflicts of interest and always putting clients’ needs first. The firm also has a clean record with regulatory agencies and has not faced any disciplinary actions.