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OLD OAK FINANCIAL PLANNING, INC.

CRD 122500 · SEC 801-117480

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7077 FIELDCREST DR., SUITE 400, BRIGHTON, MI, 48116, United States

Phone

810-220-4400

Fax

810-220-8818

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.3M

Discretionary AUM

$103.0M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals214$57.5M
High net worth individuals50$102.8M

States served

MI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD