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).
Current Firm Details
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts88ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Oaktree Financial Planning, LLC
1
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.