Fee-only adviser · Brighton, MI
Old Oak Financial Planning, Inc.
Old Oak Financial Planning, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Brighton, Michigan. On its latest Form ADV, filed March 9, 2026, it reports $160M in regulatory assets under management, 264 individual clients and 2 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 122500 · SEC file 801-117480 |
| Office | 7077 Fieldcrest DR. Suite 400 Brighton, MI 48116 |
| Phone | (810) 220-4400 |
| Website | www.oldoakfinancial.com |
| Regulatory assets under management | $160M ($103M discretionary) |
| Individual clients | 214 non-high-net-worth, 50 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Brighton
- Pinnacle Wealth Management, Inc. $118M
- Wealth & Wellness Group, LLC $65M
- Forever Young Integrated Wealth $62M
- Ridge Investment Advisors $38M
- Precision Vector Financial $569K
See all 6 fee-only advisers in Brighton →
Nearby
- South Lyon 1 firm
- Dexter 2 firms
- Highland 1 firm
- Northville 5 firms
- Plymouth 7 firms
- Novi 6 firms
- Ann Arbor 20 firms
- Fenton 2 firms
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