Oakton Financial offers personalized financial planning and investment management services. The firm builds customized portfolios using a strategic asset allocation approach based on Modern Portfolio Theory, prioritizing low-cost mutual funds and institutional funds from Dimensional Fund Advisors. Financial planning services cover cash flow and debt management, risk management, employee benefits, retirement planning, education funding, tax planning strategies, estate planning, and charitable giving. Oakton Financial specializes in working with individuals, high net worth individuals, and small businesses.
Fee Structure
Oakton Financial bundles investment management together with ongoing financial planning into an annual fee structure based on your life stage:
- Accumulators (10 or more years from retirement) — $8,000 per year ($2,000 per quarter)
- Retirees and Pre-Retirees (less than 10 years from retirement or already retired) — $12,000 per year ($3,000 per quarter)
These fees increase annually by 2%. Standalone investment management without planning is not offered.
