Advisor at Old Oak Financial Planning, Inc.
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Firm
Old Oak Financial Planning, Inc.
Location
Brighton, MI 48116
Credentials
CFP®, Series 63
Industry experience
16 years
Mark Garbacik is a CFP® professional with 16 years of experience in financial advising. He has been with Old Oak Financial Planning, Inc. since 2005. The firm serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, and focused modular planning engagements. Old Oak’s investment approach is holistic and asset-allocation driven, utilizing fundamental and technical analysis to manage portfolios primarily with mutual funds, ETFs, and individual stocks and bonds.
Based on Old Oak Financial Planning, Inc.
$0 - $500,000: 1.25% $500,000 - $1 million: 1.00% $1 million+: 0.75%
$125 per hour for specific planning and entry level planning situations
Minimum fee: Minimum fee of $800 for Comprehensive Financial Planning Fee-only: Comprehensive Financial Planning fees starting at $800, hourly fees at $125 per hour
7077 Fieldcrest Dr., Suite 400
Brighton, MI 48116
Florida · Michigan
Old Oak Financial Planning
2005 - Present (21 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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