Oak Financial Planning and Coaching, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
Oak Financial Planning and Coaching serves individuals, high‑net‑worth clients, and small businesses with comprehensive financial planning, investment supervisory services, and referrals to institutional sub‑advisors and third‑party investment managers. The firm also provides business consulting and, under separate agreement, accounting and audit support, and it conducts periodic educational workshops on financial planning and investment topics.
The firm's investment approach combines Core + Satellite allocation and Modern Portfolio Theory with fundamental analysis, favoring indexed core holdings supplemented by select active satellite positions and regular rebalancing. Strategies are implemented through a mix of discretionary internal management and the use of institutional sub‑advisors or third‑party managers, with periodic reviews and coordination with other professionals (attorneys, accountants) as needed.
Distinctive for a small independent practice, the firm offers periodic educational seminars and workshops that are explicitly educational in nature and do not involve the sale of insurance or investment products; sessions may be sponsored by employers or associations. The lead advisor maintains professional credentials and teaches as an adjunct professor, and the firm relies on custodial and third‑party manager relationships to access institutional investment solutions and operational support.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Business valuation
Expertise
General retirement planning
Income planning
Debt management
College savings (529s, UTMA, etc.)
Fee options
$0 - $249,999: 1.25% annually $250,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000+: 0.50% annually
$250 per hour, billed in 10-minute increments, with estimate provided before engagement.
Retainer fee ranging from $300 to $625 per quarter, paid quarterly in advance.
Minimum fee: Financial planning services fixed fees ranging from $350 to $2,500, deposit of half due upon engagement, remainder upon plan delivery.
Main office location
Oak Financial Planning and Coaching, LLC
6278 Dallas Court N
Maple Grove MN 55311, United States
Number of offices
2
Most active in
Oak Financial Planning and Coaching, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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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