PlannerFees

Old Oak Financial Planning, Inc. fees and pricing

Financial planner in Brighton, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Old Oak Financial Planning, Inc. charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125/hr
“Hourly Fees are $125 per hour.”

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

How Old Oak Financial Planning, Inc. bills

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

  • “One half of the fee is payable upon the signing of this agreement and the balance is due upon delivery of the written financial plan.”
  • “Investment Management fees are generally billed on a quarterly basis.”
  • “Clients are billed in advance each calendar quarter and the fees are directly debited from client accounts.”

How Old Oak Financial Planning, Inc.’s fees compare

  • Its hourly rate of $125 is below the Michigan median of $250. 5% of the 170 other Michigan planners that publish an hourly rate charge less.
  • None of the 2 other planners in Brighton that publish an hourly rate charge less.

About Old Oak Financial Planning, Inc.

“However, in the course of providing investment advice, Old Oak may consider any investment that the client asks us to analyze. 1 Old Oak Financial Planning tailors its advisory services to the individual needs of the client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

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
1.25% a year
Clients
264
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$160,293,816
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
122500
Website
oldoakfinancial.com (opens in new tab)
Phone
(810) 220-4400

Can advise clients in 3 states: Florida, Michigan, Texas

Other planners in Brighton that publish fees

Compare all 10 planners in Brighton

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.