Old Oak Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Brighton, MI. Its latest Form ADV filing, dated March 9, 2026, reports $160M in regulatory assets under management, 2 employees, and 653 accounts.
Assets Under Management
$160M
Employees
2
Offices
--
Total Clients
264
Primary office
BRIGHTON, MI
7077 FIELDCREST DR., SUITE 400, BRIGHTON, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
214
2
HNWI
18.9%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of March 9, 2026
Discretionary64.3%
$103M
64% of total RAUM64.3%
Non-discretionary35.7%
$57M
36% of total RAUM35.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$160M
Total Accounts653
10Y AUM Change+$40M (+33.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee132:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.