Oaktree Financial Planning, LLC fees and pricing
Financial planner in Fort Collins, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Oaktree Financial Planning, LLC charges $500 an hour and a quarterly fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The hourly rate for limited scope engagements is $500 and is negotiable.”
- Quarterly fee
- $5,000/qtr
“The minimum quarterly fee is $5,000 and the fee is negotiable in special circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oaktree Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment in full is expected upon invoice presentation.”
- “Fees are usually deducted from a designated client account to facilitate billing, although clients can pay by check if requested.”
- “The client must consent in advance to direct debiting of their investment account.”
How Oaktree Financial Planning, LLC’s fees compare
- Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
- 13 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
About Oaktree Financial Planning, LLC
“OakTree Financial Planning, LLC offers personalized financial planning and investment management to individuals, trusts, estates, and small businesses.”
- 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
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 23
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $90,228,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147478
- Phone
- (970) 988-2044
Other planners in Fort Collins that publish fees
- Acorn Creek Capital LLCFort Collins$100-$350/hr, $1,000-$50,000
- Balanced Wealth Partners LLCFort Collins$3,000-$10,000
- Better Pockets FinancialFort Collins$250/hr, $500-$15,000
- Capstone Pacific Investment StrategiesFort Collins$250/hr, $500-$6,000
- FpfocoFort Collins$3,000, $625/mo
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
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.