Gordon Oak Financial, LLC fees and pricing
Financial planner in Plano, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, Gordon Oak Financial, LLC charges a flat or project fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$10,000
“If a client has annual income of $100,000 but net worth of $1,000,000, then planning fees may be targeted $5,000 - $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gordon Oak Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of Gordon Oak Financials’ fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid upfront or paid in equal monthly installments in advance.”
- “Fees are payable in advance via credit card, electronic payments, check, or cash.”
How Gordon Oak Financial, LLC’s fees compare
- Its flat or project fee of $5,000-$10,000 is above the Texas median of $3,850. 74% of the 401 other Texas planners that publish a flat or project fee charge less.
- 10 of the 13 other planners in Plano that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Gordon Oak Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 39
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310697
- Phone
- (214) 326-0820
Other planners in Plano that publish fees
- Astra Wealth Management GroupPlano$750/hr
- BDJ Wealth Management LLCPlano$15,000/yr
- Crescent Investment Solutions LLCPlano$500/yr
- Crestway Advisory GroupPlano$300/hr
- Insight Wealth PartnersPlano$2,500
- Interlinc Financial Advisors, Inc.Plano$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.