Gordon Oak Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
39
Advisors
1
of 1 employees
About
Gordon Oak Financial serves individuals and small- to mid‑size employers, offering comprehensive private financial planning and an employer program that provides employee-focused planning under defined engagements. The firm also conducts periodic educational seminars and workshops for clients and the general public.
The firm operates as a fee‑only planning practice and does not provide discretionary portfolio management, take custody of client assets, or use percentage‑of‑AUM billing. Investment guidance is oriented toward long‑term strategies and modern portfolio theory and can include recommendations of mutual funds, ETFs, annuities, commodities, and robo‑investing platforms, with implementation left to clients and their chosen custodians.
Distinctive features include an affiliation with accounting services — the firm’s principal is also an accountant and may provide accounting-related advice outside the advisory business — and a formal employer program combined with public workshops. The planning‑only, non‑AUM model and regular educational outreach differentiate the firm from many independent advisers that typically manage client portfolios or rely on AUM-based fees.
Client services
Expertise
Occupation focus
Fee options
0 employees - 50 employees: $1,300 per month ($15,600 annually) 51 employees - 100 employees: $1,900 per month ($22,800 annually) 101 employees - 150 employees: $2,500 per month ($30,000 annually) 151 employees - 200 employees: $3,100 per month ($37,200 annually) >200 employees+: Negotiable
Hourly charges are reported but specific hourly rates are not clearly stated in the brochure.
Educational seminars/workshops starting at $800 per hour-long session, paid in advance.
Minimum fee: Financial planning fees range from $1,500 to $100,000 annually, subjective based on client income and net worth. Fee-only: Financial planning services are fee-only with annual fees as stated above.
Main office
6010 W. Spring Creek Pkwy
Plano TX 75024
Advisors at this office
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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