Old Oak Financial Planning, Inc.

Old Oak Financial Planning, Inc. is a Registered Investment Advisor established on January 1, 1995, specializing in comprehensive financial planning and investment management. The firm, with total assets under management of $153,328,261 as of January 1, 2025, offers services such as Comprehensive Financial Planning, Investment Management, and Modular Plans. Clients can expect a holistic approach to financial planning, with a focus on personalized advice in their best interest. The firm operates on a fee-based structure, with Comprehensive Financial Planning fees starting at $800 and Investment Management fees ranging from 0.75% to 1.25% based on the investment account balance. Old Oak Financial Planning acts as a fiduciary, ensuring transparency, reasonable compensation, and no misleading statements. Investment strategies include Asset Allocation primarily using mutual funds, ETFs, and individual stocks and bonds. Clients have the option to impose restrictions on investments based on their risk tolerance. The firm does not charge performance-based fees and provides portfolio management services to individuals and high net worth individuals without a minimum account size requirement. Clients have the option for discretionary or non-discretionary investment management, and the firm does not vote proxies on behalf of clients. Old Oak Financial Planning emphasizes client confidentiality and cybersecurity, with a strict privacy policy in place. Clients can request the firm's Code of Ethics and other disclosures for further information.