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Zachary Willie

Advisor at Oakridge Financial Planning LLC

Updated today
Oakridge Financial Planning LLC logo

Firm

Oakridge Financial Planning LLC

Location

San Antonio, TX

Credentials

Series 65

Industry experience

< 1 year

About

Zachary Willie is a financial advisor at Oakridge Financial Planning LLC in San Antonio, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Oakridge Financial Planning in 2025, his work history includes roles at Lithia Motors Inc and various other positions outside the financial advisory field. Oakridge Financial Planning LLC provides personalized financial planning and investment advisory services to individuals, families, small businesses, other business entities, and trusts. The firm offers non-discretionary portfolio management tailored to client goals and reviews accounts monthly and financial plans annually.

Client services

Based on Oakridge Financial Planning LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Fee options

Fixed

Account Setup & Review: $50 one-time fee; Targeted Financial Plan: $399 one-time; Financial Plan Review: $599 one-time; Basic Financial Plan: $899 one-time; Comprehensive Financial Plan: $1,399 one-time; Comprehensive Plan with IM or ESA: $399 one-time; Individual Security Analysis: $499 one-time.

Percentage

$0 - $20,000: 2.000% annually $20,001 - $50,000: 1.100% annually $50,001 - $100,000: 1.000% annually $100,001 - $125,000: 0.900% annually $125,001 - $250,000: 0.800% annually $250,001 - $500,000: 0.700% annually $500,001 - $1,000,000: 0.600% annually $1,000,001 - $5,000,000: 0.400% annually $5,000,001+: 0.300% annually

Project-based

$150 per hour

Subscriptions

Financial Coaching & Planning Support with Investment Management: $34.99 per month; On-going Financial Coaching & Planning Support (without IM): $39.99 per month

Other

Fee-only: Financial Planning Services: $399 - $1,399 one-time fees; Financial Coaching & Planning Support: $34.99 - $39.99 per month; Hourly Fee: $150 per hour; Other one-time fees from $399 to $599.

Location

San Antonio, TX

Most active in

Idaho · Texas

Work history

Oakridge Financial Planning LLC

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

Lithia Motors INC

2023 - 2024 (1 year)

Caretaker/Homemaker

2022 - 2023 (1 year)

Kind Lending, LLC

2022 - 2022 (1 year)

Unemployed

2022 - 2022 (1 year)

Fund Loans, INC

2022 - 2022 (1 year)

Idaho Central Credit Union

2020 - 2021 (1 year)

Southern New Hampshire University

2020 - 2021 (1 year)

Unemployed

2020 - 2020 (1 year)

Southern New Hampshire University

2018 - 2020 (2 years)

Survey Healthcare Global, INC

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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Rodrigo D

Series 65, Series 66

San Antonio, TX

Praestantia Capital, LLC

Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner
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