Majestic Oak Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. Services range from one-time financial checkups and fixed-fee comprehensive plans to ongoing portfolio management relationships.
Investment management emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs and periodic rebalancing to align portfolios with clients’ goals and tolerance for volatility. The firm implements discretionary trading under agreed guidelines and will accept written investment restrictions, including semi-annual reviews of mutual fund holdings to verify restricted securities are not concentrated.
The firm periodically offers educational seminars and has a history of teaching non-credit community education classes on financial topics, a service less common among peers. The principal holds CFP and RICP credentials and an advanced business degree, discloses unrelated residential and commercial rental real estate ownership, and requires clients to custody assets at Charles Schwab, with related product and service arrangements described in the brochure.
Client services
Expertise
Demographic focus
Fee options
Fixed fees from $3,500 to $10,000 for comprehensive financial planning
$0 - $499,999: 1.0% annually (0.25% quarterly) $500,000 - $999,999: 0.75% annually (0.1875% quarterly) $1,000,000 - $2,999,999: 0.5% annually (0.125% quarterly) $3,000,000+: Negotiable
Up to $200/hour for financial planning services
Minimum fee: $12.50 minimum quarterly fee for accounts under $5,000; $25 per quarter for accounts $5,001 to $10,000 Fee-only: Financial planning charged hourly up to $200/hour or fixed fees ranging from $3,500 to $10,000 for comprehensive plans
Main office
Round Rock TX
Advisors at this office
1
Most active in
Arkansas · California · New York · Texas
Also doing business as
Majestic Oak Financial · Majestic Oak Financial, LLC · Popke, Anna Maria
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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