SEC Form ADV

OLD OAK FINANCIAL PLANNING, INC.

Firm profile: Old Oak Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI

$160.3M

Assets Under Management

653

Total Clients

Employees

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Registration Details

Accession: CRD-122500
Location: BRIGHTON, MI
Filing Date: March 9, 2026
AUM: $160.3M
Total Clients: 653
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

OLD OAK FINANCIAL PLANNING, INC. is a registered investment adviser headquartered in BRIGHTON, MI, managing approximately $160.3M in assets across 653 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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