A complete list of active advisors currently associated with Oath Planning, LLC
Warmer can help you find a great advisor at Oath Planning, LLC or one who fits your needs even better.
Oath Planning provides investment management and financial planning to individuals, high‑net‑worth individuals, trusts, qualified retirement plans, not‑for‑profits and small businesses, managing roughly $285 million for about 500 clients through a team of six advisors. In addition to portfolio management and written financial plans, the firm facilitates estate‑planning legal work and insurance product implementation as part of its service offering. The firm’s investment approach emphasizes long‑term, asset‑allocation driven strategies grounded in Modern Portfolio Theory, primarily implemented with passively managed, asset‑class mutual funds (including Dimensional Fund Advisors) and model portfolios. Oath Planning prepares written investment policy statements, uses portfolio modeling and Monte Carlo analysis to set allocations, and employs a sub‑advisor (Focus Partners) for separately managed fixed‑income portfolios and ongoing trade/operations support. What distinguishes Oath Planning from many peers is its formal affiliation with an in‑house law practice, Oath Law, P.C., and that several members are licensed attorneys and insurance agents who can provide estate‑planning documents and recommend life insurance and fixed annuity products. The brochure discloses the related conflicts of interest (including that affiliated legal and insurance services would generate separate compensation), notes clients may decline affiliate services or retain outside providers, and describes procedural safeguards and disclosures the firm uses when recommending affiliated services.
To learn more about the advisors currently working at Oath 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.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 7
| |
Brooklyn, NY
| 7
| |
Fayetteville, AR
| 6
| |
Round Rock, TX
| 4
| |
Tulsa, OK
| 5
| |
Tulsa, OK
| 7
|
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