Oaktree Financial Planning, LLC

Oaktree Financial Planning, LLC (CRD# 147478) is a financial advisory firm headquartered in Fort Collins, CO. They manage $62,574,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $711,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Oaktree Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sunit Bhalla
CRD#: 5545383
155 E. Boardwalk, Suite 300, Fort Collins, CO 80525

Sunit Bhalla (CRD# 5545383) is an Investment Advisor Representative working at Oaktree Financial Planning, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.