Zachary Willie
Advisor at Oakridge Financial Planning LLC
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.
Advisor at Oakridge Financial Planning LLC
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
Oakridge Financial Planning LLC
Location
San Antonio, TX
Credentials
Series 65
Industry experience
< 1 year
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.
Based on Oakridge Financial Planning LLC
Based on Oakridge Financial Planning LLC
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.
$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
$150 per hour
Financial Coaching & Planning Support with Investment Management: $34.99 per month; On-going Financial Coaching & Planning Support (without IM): $39.99 per month
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.
San Antonio, TX
Idaho · Texas
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)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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