How does the advisor help clients – Key Takeaways:
Old Oak Financial Planning, Inc. is a well-known and respected financial planning firm that provides a range of services to help clients achieve their financial goals. The firm specializes in creating personalized and comprehensive financial plans for individuals and families, and has a team of experienced financial experts who work tirelessly to help each client succeed.
Facts and Insights
Old Oak Financial Planning, Inc. was founded in 2005 and has been in business for over 15 years. The firm currently has assets under management of $500 million and employs a team of 10 advisors to serve their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Old Oak Financial Planning, Inc. provides a wide range of financial services to help clients achieve their financial goals. Some of these services include retirement planning, investment management, tax planning, estate planning, and insurance services. The firm also offers financial education and workshops to help clients better understand and manage their personal finances.
Client Types
The firm serves a diverse range of clients including individuals, families, and small businesses. Their clients come from various backgrounds and have different financial goals, but all share the desire for expert and personalized financial guidance.
Fees & Compensation
Old Oak Financial Planning, Inc. operates as a fee-only financial planning firm, which means they only receive compensation directly from their clients and do not receive commissions from any financial products or services they recommend. This structure allows the firm to always act in the best interest of their clients and provide unbiased advice.
Background
Old Oak Financial Planning, Inc. was founded by John Smith, a seasoned financial planner with over 20 years of experience in the industry. His expertise and passion for helping others achieve financial success has led the firm to become one of the most trusted and reputable financial planning firms in the region.
Financial Advisor Disclosures to Know
Old Oak Financial Planning, Inc. prides itself on transparency and always strives to keep their clients well-informed. As such, the firm discloses any potential conflicts of interest or pertinent information that may impact their clients’ financial decisions. This includes any disciplinary actions, regulatory sanctions, or conflicts of interest with other financial institutions.