Fee-only adviser · Fort Collins, CO
Oaktree Financial Planning, LLC
Oaktree Financial Planning, LLC is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Fort Collins, Colorado. On its latest Form ADV, filed February 18, 2026, it reports $90M in regulatory assets under management, 23 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 147478 |
| Office | 155 E. Boardwalk Suite 300 Fort Collins, CO 80525 |
| Phone | (970) 988-2044 |
| Website | oaktreefp.com |
| Regulatory assets under management | $90M |
| Individual clients | 0 non-high-net-worth, 23 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Collins
- Acorn Creek Capital LLC $489M
- Theory Financial $319M
- The William Allan Corporation $204M
- Kyle S. Scott Financial Planning, Inc. $72M
- The Planners Inc. $103M
- Trail Ridge Investment Advisors, LLC $353M
See all 20 fee-only advisers in Fort Collins →
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