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Home > Retirement Planners > michigan > brighton > OLD OAK FINANCIAL PLANNING, INC.
OLD OAK FINANCIAL PLANNING, INC.
7077 Fieldcrest Dr.
Suite 400
Brighton, Michigan 48116
Tel: 810-220-4400
About OLD OAK FINANCIAL PLANNING, INC.
OLD OAK FINANCIAL PLANNING, INC, formally registered with the SEC as OLD OAK FINANCIAL PLANNING, INC. The firm was established in 10/15/2019. They have over 1 offices throughout the country.
OLD OAK FINANCIAL PLANNING, INC. is a Brighton, Michigan based Financial Planning firm with nearly $134,659,790 assets under management, offering retirement planning & investment advisory services to 617 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122500 |
| SEC# | 801-117480 |
| Assets Managed by Firm | $134,659,790 |
| No. of Clients | 617 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 617 | $134,659,790 |
| Individuals (other than high net worth individuals) | 227 | $64,892,196 |
| High net worth individuals | 33 | $69,767,594 |
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