Advisor at Old Oak Advisors, LLC
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Firm
Old Oak Advisors, LLC
Location
Vestavia Hills, AL 35216
Credentials
Series 65
Industry experience
13 years
Jeffrey Florio is a Series 65-licensed financial advisor with 13 years of industry experience, currently operating as the sole advisor at Old Oak Advisors, LLC since 2011. Based in Vestavia Hills, AL, he focuses on discretionary portfolio management and financial planning. Old Oak Advisors is an independent registered investment adviser serving individuals and participant-directed retirement plans, managing approximately $16.3 million for around 47 clients. The firm provides tailored Investment Policy Statements, ongoing portfolio monitoring, and co-fiduciary services for plan sponsors, and employs a range of investment strategies including mutual funds, equities, bonds, ETFs, REITs, hedge funds, and derivatives through its distinct Alpha Strategy.
Based on Old Oak Advisors, LLC
Flat fees charged annually and billed quarterly; reassessed annually based on client relationship
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.65% annually $10,000,001 - $20,000,000: 0.55% annually $20,000,001+: 0.45% annually
Hourly fees charged for special engagements; rates outlined in advance
Minimum fee: Minimum annual fee of $5,000 for all clients Fee-only: Flat fees assessed annually and billed quarterly; hourly fees for special engagements with rates outlined in advance
1025 Montgomery Hwy., Suite 113
Vestavia Hills, AL 35216
Alabama · Louisiana · Texas
Old Oak Advisors, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
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