Old Oak Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Old Oak Financial Planning provides advisory services to individual and high-net-worth clients, offering comprehensive financial planning, ongoing investment management, and modular or hourly plans for more limited, entry-level engagements. The firm does not impose a formal account minimum and structures services to address cash flow, tax, retirement, education, insurance, and estate planning needs.
The firm describes a holistic, goal-focused investment process that uses asset allocation as the primary framework and active management through mutual funds, ETFs and individual stocks and bonds. Its reported assets under management are roughly $160 million, split between discretionary and non-discretionary mandates, and the firm combines fundamental and technical analysis in portfolio decision-making and monitoring.
Old Oak is a small, longstanding advisory practice with a two-advisor team that includes CFP professionals and that converted to SEC registration in 2019, which distinguishes its regulatory posture from many peers of similar size. Operationally the firm relies primarily on Schwab Institutional for custody and execution, does not permit directed brokerage or vote client proxies on their behalf, and documents a multi-layered cybersecurity and privacy program.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,000 - $1 million: 1.00% $1 million+: 0.75%
$125 per hour for specific planning and entry level planning situations
Minimum fee: Minimum fee of $800 for Comprehensive Financial Planning Fee-only: Comprehensive Financial Planning fees starting at $800, hourly fees at $125 per hour
Main office
7077 Fieldcrest Dr., Suite 400
Brighton MI 48116
Advisors at this office
2
Most active in
Florida · Michigan · 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.
Advisors at this firm
Stacy S
CFP®, Series 65
Brighton, MI
Old Oak Financial Planning, Inc.
Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.
Mark G
CFP®, Series 63
Brighton, MI
Old Oak Financial Planning, Inc.
Mark Garbacik is a CFP® professional with 16 years of experience in financial advising. He has been with Old Oak Financial Planning, Inc. since 2005. The firm serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, and focused modular planning engagements. Old Oak’s investment approach is holistic and asset-allocation driven, utilizing fundamental and technical analysis to manage portfolios primarily with mutual funds, ETFs, and individual stocks and bonds.
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