Oaktree Financial Planning and Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
22
0% 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
22
TypicalAverage account size
$0
About
Oaktree Financial Planning and Consulting serves individual investors through fee-only financial planning and investment consultation, offering tailored advice, educational workshops, and one-off or project engagements. The firm operates as a small, solo practice serving a limited number of clients and generally performs work on an hourly or fixed-fee basis rather than through ongoing advisory relationships.
The firm’s investment approach emphasizes long-term, buy-and-hold allocation using diversified, cost-efficient index mutual funds and ETFs, with asset allocation and periodic rebalancing as primary tools. Oaktree provides non-discretionary investment consultation—clients retain implementation decisions and custody of assets—and the adviser typically does not provide continuous portfolio supervision.
What is unusual compared with many independent peers is that Oaktree does not manage client portfolios or charge percentage-of-assets-under-management fees, instead focusing on consultative planning engagements and fixed/hourly arrangements. The principal combines CFP designation and a retired CPA background with prior senior corporate finance roles, and the firm discloses a policy against commission-based recommendations, trailer fees, and soft-dollar arrangements.
Client services
Financial planning
Expertise
Charitable giving tax strategies
Fee options
Fixed fees based on hourly rate and estimated hours, considering complexity and portfolio size
$350 per hour billed in six-minute increments
Fee-only: Hourly fee of $350 per hour; Fixed fees based on hourly rate multiplied by estimated hours
Main office location
Oaktree Financial Planning and Consulting
Basking Ridge NJ, United States
Number of offices
1
Most active in
Oaktree Financial Planning and Consulting has reported serving >5 clients in these states in the last 12 months.
New Jersey
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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