Oaktree Financial Planning and Consulting fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our current hourly fee is $350 per hour and will be billed for the actual time spent by our firm, assessed in six minute increments, and a partial increment will be treated as a whole.”

Flat or project fee

$500

“We may require a deposit for either hourly or fixed fee engagements in the amount of the lesser of $500 or one-half of the lower-end of the estimated fee range.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oaktree Financial Planning and Consulting bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for these events are typically a flat-rate amount based on the firm’s hourly fee and/or cost of workshop materials, and would be negotiated with the sponsor in advance of the presentation.”
• “Fees may be negotiable and are at the discretion of our firm principal.”
• “Should you terminate an engagement after this date, you may be invoiced for any time charges incurred by our firm in the preparation of your financial plan or investment allocation.”

How Oaktree Financial Planning and Consulting’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the New Jersey median of $5,000. 4% of the 168 other New Jersey planners 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 Oaktree Financial Planning and Consulting

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

22

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146022

Website

oaktreefinancialplanning.com (opens in new tab)

Phone

(973) 908-8960

Other planners in Basking Ridge that publish fees

• BPP Wealth Solutions, LLCBasking Ridge$60/hr, $3,000⁠-⁠$20,000
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

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