A complete list of active advisors currently associated with Oaktree Financial Planning, LLC

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

OakTree Financial Planning, LLC is a fee-only fiduciary that provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. As of February 18, 2026 the firm managed about $90.2 million for 23 clients and generally positions its services for clients with multi-million-dollar investable assets. The firm’s investment approach blends strategic baseline allocations with tactical adjustments, uses a mix of index and actively managed funds, and emphasizes periodic rebalancing, tax-aware account placement, and consideration of trading costs. OakTree also includes clients’ cash, checking and savings accounts in its planning and advice to evaluate liquidity choices and to mitigate common conflicts of interest. Distinctive aspects include a relatively small client roster with high assets per client and that almost all assets are managed on a discretionary basis, reflecting a concentrated, high-net-worth client focus. The firm custody arrangement uses Altruist and provides the adviser with non-cash benefits such as software discounts, the adviser does not typically vote client proxies (clients receive and vote their own), and account reviews are performed at least annually.

To learn more about the advisors currently working at Oaktree Financial Planning, LLC, 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.