Sunit Bhalla is a CFP-designated registered investment advisor at Oaktree Financial Planning, LLC, based in Fort Collins, CO, with 17 years of industry experience. Sunit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Gen X, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum quarterly fee of $5,000. Fees are negotiable in special circumstances.
Fee Estimator
Contact
Sunit Bhalla
Location
155 E. Boardwalk, Suite 300, Fort Collins, CO, 80525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oaktree Financial Planning, LLC
State Registrations1 state
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Exams
Additional Information
Sunit Bhalla, CFP® is the principal at OakTree Financial Planning, a fee-only financial planning firm based in Fort Collins, Colorado. Sunit spent eighteen years working as an R&D project manager and software developer at Hewlett-Packard and Agilent Technologies prior to founding OakTree Financial Planning. Sunit is a Certified Financial Planner™ and received a Master of Science in Personal Financial Planning from the College for Financial Planning.