Oaktree Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$90,228,000
Total clients
23
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$3,922,957
About
OakTree Financial Planning, LLC is a fee-only fiduciary that provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. As of February 18, 2026 the firm managed about $90.2 million for 23 clients and generally positions its services for clients with multi-million-dollar investable assets.
The firm’s investment approach blends strategic baseline allocations with tactical adjustments, uses a mix of index and actively managed funds, and emphasizes periodic rebalancing, tax-aware account placement, and consideration of trading costs. OakTree also includes clients’ cash, checking and savings accounts in its planning and advice to evaluate liquidity choices and to mitigate common conflicts of interest.
Distinctive aspects include a relatively small client roster with high assets per client and that almost all assets are managed on a discretionary basis, reflecting a concentrated, high-net-worth client focus. The firm custody arrangement uses Altruist and provides the adviser with non-cash benefits such as software discounts, the adviser does not typically vote client proxies (clients receive and vote their own), and account reviews are performed at least annually.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
$0 - $2,000,000: 1% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000+: 0.5% annually
Hourly rate of $500, negotiable for limited scope engagements
Account minimum: $2,000,000 Minimum fee: Minimum quarterly fee of $5,000 Fee-only: Fee-only financial planning and investment management; no commissions or other compensation accepted.
Main office location
Oaktree Financial Planning, LLC
155 E. Boardwalk, Suite 300
Fort Collins CO 80525, United States
Number of offices
1
Most active in
Oaktree Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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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