Zachary Willie is a registered investment advisor at Oakridge Financial Planning LLC, based in San Antonio, TX. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5 clients with $91K 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 $20K | 2.00% |
| $20K - $50K | 1.10% |
| $50K - $100K | 1.00% |
| $100K - $125K | 0.90% |
| $125K - $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Assets Under Management (AUM) fees will never exceed more than 3% of total investable assets.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oakridge Financial Planning LLC
State Registrations2 states
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