Majestic Oak Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,140,584
Clients
84
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$608,816
About
The firm provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. Services range from one-time financial checkups and fixed-fee comprehensive plans to ongoing portfolio management relationships.
Investment management emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs and periodic rebalancing to align portfolios with clients’ goals and tolerance for volatility. The firm implements discretionary trading under agreed guidelines and will accept written investment restrictions, including semi-annual reviews of mutual fund holdings to verify restricted securities are not concentrated.
The firm periodically offers educational seminars and has a history of teaching non-credit community education classes on financial topics, a service less common among peers. The principal holds CFP and RICP credentials and an advanced business degree, discloses unrelated residential and commercial rental real estate ownership, and requires clients to custody assets at Charles Schwab, with related product and service arrangements described in the brochure.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
General tax planning
Wealth management
Demographic focus
Women Professionals
Fee options
Fixed fees from $3,500 to $10,000 for comprehensive financial planning
$0 - $499,999: 1.0% annually (0.25% quarterly) $500,000 - $999,999: 0.75% annually (0.1875% quarterly) $1,000,000 - $2,999,999: 0.5% annually (0.125% quarterly) $3,000,000+: Negotiable
Up to $200/hour for financial planning services
Minimum fee: $12.50 minimum quarterly fee for accounts under $5,000; $25 per quarter for accounts $5,001 to $10,000 Fee-only: Financial planning charged hourly up to $200/hour or fixed fees ranging from $3,500 to $10,000 for comprehensive plans
Main office location
Majestic Oak Financial, LLC
Round Rock TX, United States
Number of offices
1
Most active in
Majestic Oak Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · California · 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 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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")