Gordon Oak Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
39
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$0
About
Gordon Oak Financial provides fee-only financial planning to individual clients and offers a formal employer program for small- to mid-size companies, through which employees may schedule time-limited planning consultations. The firm also runs periodic educational seminars and workshops for clients and the public.
The firm focuses on advice and planning rather than discretionary portfolio management: it reports no assets under management, does not take custody of client assets, and does not charge percentage-of-AUM fees. Investment guidance is grounded in modern portfolio theory and long-term investing principles, covering mutual funds, ETFs (including precious-metal ETFs), fixed income, equities, annuities, insurance products, and commodities, with referrals to robo-advisor platforms when appropriate.
Notably, the principal maintains an accounting practice and may offer accounting-related advice or products alongside planning services, which can create overlapping client needs and potential conflicts to manage. The combination of employer-sponsored employee planning, public workshops, and a planning-only, fee-only model without discretionary trading distinguishes the firm from many solo independent advisers.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Annuities
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Educational seminars/workshops start at $800 per hour-long session.
Fee-only: Annual financial planning fees range from $1,500 to $12,000, subjective based on client income and net worth. Employer program fees are tiered by number of employees: 0–50 employees $15,600 annually; 51–100 employees $22,800 annually; 101–150 employees $30,000 annually; 151–200 employees $37,200 annually; over 200 employees negotiable.
Main office location
Gordon Oak Financial, LLC
6010 W. Spring Creek Pkwy
Plano TX 75024, United States
Number of offices
1
Most active in
Gordon Oak Financial, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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