Advisor at Old Oak Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Old Oak Financial Planning, Inc.
Location
Brighton, MI 48116
Credentials
CFP®, Series 65
Industry experience
3 years
Stacy Starr is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Old Oak Financial Planning, Inc. since 2022 and previously spent eight years at Quicken Loans. Old Oak Financial Planning, Inc. serves individual and high-net-worth clients with comprehensive financial planning and ongoing investment management. The firm employs a holistic, asset-allocation driven approach using fundamental and technical analysis, offering both discretionary and non-discretionary engagements with no account minimums.
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
Michigan
Old Oak Financial Planning
2022 - Present (4 years)
Quicken Loans
2014 - 2022 (8 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
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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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