Advisor at Oakfort Wealth Partners
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Firm
Oakfort Wealth Partners
Location
Minnetonka, MN 55343
Credentials
CFP®, Series 65
Industry experience
9 years
Charles Gitau is a CFP® with nine years of industry experience and is the sole advisor at Oakfort Wealth Partners in Minnetonka, MN. He has operated Gitau Financial Advisors since 2014 and also provides tax consulting services and insurance agency work. Oakfort Wealth Partners offers personalized portfolio management and financial planning to individuals, small businesses, trusts, estates, and foundations. The firm employs a core-and-satellite investment approach using ETFs, mutual funds, and individual securities, and provides both discretionary and non-discretionary management alongside comprehensive financial planning services.
Based on Oakfort Wealth Partners
Based on Oakfort Wealth Partners
Fixed fees range from $795 to $5,000 for broad-based financial planning services.
up to 1% annually (negotiable)
Insurance product sales with commission compensation accepted by licensed insurance agent Charles Gitau, but commissions are not the primary source of income.
Up to $275 per hour for specific financial planning services.
12800 Whitewater Drive, Suite 100
Minnetonka, MN 55343
Minnesota
Gitau Financial Advisors
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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