A complete list of active advisors currently associated with Oaktree Financial Planning and Consulting

Warmer can help you find a great advisor at Oaktree Financial Planning and Consulting or one who fits your needs even better.

Oaktree Financial Planning and Consulting serves individual investors through fee-only financial planning and investment consultation, offering tailored advice, educational workshops, and one-off or project engagements. The firm operates as a small, solo practice serving a limited number of clients and generally performs work on an hourly or fixed-fee basis rather than through ongoing advisory relationships. The firm’s investment approach emphasizes long-term, buy-and-hold allocation using diversified, cost-efficient index mutual funds and ETFs, with asset allocation and periodic rebalancing as primary tools. Oaktree provides non-discretionary investment consultation—clients retain implementation decisions and custody of assets—and the adviser typically does not provide continuous portfolio supervision. What is unusual compared with many independent peers is that Oaktree does not manage client portfolios or charge percentage-of-assets-under-management fees, instead focusing on consultative planning engagements and fixed/hourly arrangements. The principal combines CFP designation and a retired CPA background with prior senior corporate finance roles, and the firm discloses a policy against commission-based recommendations, trailer fees, and soft-dollar arrangements.

To learn more about the advisors currently working at Oaktree Financial Planning and Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.