Oakfort Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oakfort Wealth Partners (doing business as Gitau Financial Advisors, LLC) provides portfolio management and financial planning to individuals, profit‑sharing plans, small businesses, trusts, estates and foundations. The firm offers both discretionary and non‑discretionary management and also provides guidance on held‑away retirement accounts and 529 education savings plans.
The firm’s investment process centers on strategic asset allocation with a core‑and‑satellite approach, using ETFs, mutual funds and individual stocks and bonds and monitoring portfolios for rebalancing. It employs a blend of fundamental, technical, cyclical and charting analysis and delivers comprehensive planning services that address tax, insurance, estate and retirement matters.
Oakfort is notable among solo independent advisers for combining advisory services with other licensed activities: the firm is registered to provide tax preparation as an enrolled agent and its representatives are licensed insurance agents who accept commissions for insurance sales, disclosures the brochure identifies as a potential conflict of interest. The firm also works with pooled employer/profit‑sharing plans and provides pension‑style or institutional consulting services, capabilities that are less common for firms of its size.
Client services
Expertise
Occupation focus
Fee options
Comprehensive initial financial plan fees starting at $1,100; Annual update/maintenance plan fees starting at $550
1.00% annually for discretionary accounts; 0.50% annually for held-away accounts
Up to $275 per hour for consultative services
Main office
12800 Whitewater Drive, Suite 100
Minnetonka MN 55343
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Gitau Financial Advisors · Gitau Financial Advisors, LLC · Oakfort Wealth Partners
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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