OLD OAK FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$160,293,816
Discretionary
$102,994,158
Non-discretionary
$57,299,658
Firm details
- CRD number
- 122500
- SEC file number
- 801-117480
- Main office
- BRIGHTON, MI, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.OLDOAKFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.