Oakridge Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oakridge Financial Planning LLC provides personalized financial planning and investment advisory services to individuals, families, small businesses, other business entities, and trusts. Services described in the brochure include basic, targeted, and comprehensive financial plans, ongoing financial coaching, one-time security analysis and account setup/review, and non-discretionary investment management.
The firm tailors portfolios to each client’s goals, time horizon, risk tolerance and liquidity needs, employing a combination of fundamental and technical analysis. Accounts are managed on a non-discretionary basis—OFP seeks client approval before executing transactions—and client accounts are reviewed at least monthly with financial plans reviewed annually.
Oakridge is a newly formed, solo-registered adviser (established March 2025) with a small client base and approximately $90,745 in non-discretionary AUM, a combination that is uncommon among peers that typically manage discretionary assets. The brochure notes the firm works with business entities and retirement-account types (e.g., 401(k), 403(b), SIMPLE/SEP IRAs) while explicitly excluding defined-benefit pension plans, a mix of services and client types that distinguishes it from many other single-advisor practices.
Client services
Expertise
Fee options
Account Setup & Review: $50 one-time fee; Targeted Financial Plan: $399 one-time; Financial Plan Review: $599 one-time; Basic Financial Plan: $899 one-time; Comprehensive Financial Plan: $1,399 one-time; Comprehensive Plan with IM or ESA: $399 one-time; Individual Security Analysis: $499 one-time.
$0 - $20,000: 2.000% annually $20,001 - $50,000: 1.100% annually $50,001 - $100,000: 1.000% annually $100,001 - $125,000: 0.900% annually $125,001 - $250,000: 0.800% annually $250,001 - $500,000: 0.700% annually $500,001 - $1,000,000: 0.600% annually $1,000,001 - $5,000,000: 0.400% annually $5,000,001+: 0.300% annually
$150 per hour
Financial Coaching & Planning Support with Investment Management: $34.99 per month; On-going Financial Coaching & Planning Support (without IM): $39.99 per month
Fee-only: Financial Planning Services: $399 - $1,399 one-time fees; Financial Coaching & Planning Support: $34.99 - $39.99 per month; Hourly Fee: $150 per hour; Other one-time fees from $399 to $599.
Main office
San Antonio TX
Advisors at this office
1
Most active in
Idaho · 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 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.
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