Gordon Oak Financial offers comprehensive financial planning for individuals as well as employer-sponsored planning programs. Gordon Oak Financial focuses strictly on financial planning and advisory services rather than managing investment portfolios directly. For private clients, Gordon Oak Financial charges annual planning fees based on a subjective assessment of income and net worth. For employer programs, fees are structured monthly based on the number of employees. Gordon Oak Financial does not manage client assets directly and operates on a fee-only basis without receiving compensation for selling investment products.
Assets Under ManagementN/A
Clients40
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Gordon Oak Financial offers ongoing planning through two main programs:
- Private Client Planning — Annual planning fees range from $1,500 to $100,000, typically targeted at 1% to 2% of annual income or 0.25% to 1% of net worth depending on your financial situation.
- Employer Program — A 12-month commitment providing financial planning as an employee benefit, with monthly fees ranging from $1,300 for up to 50 employees ($15,600 annually) up to $3,100 per month ($37,200 annually) for 151 to 200 employees, and negotiable rates for larger companies.
- Comprehensive financial plan initial setup — Up to $2,000 of the total planning fee is due upfront for initial plan construction.
- Educational seminars and workshops — Starting at $800 for an hour-long session.
Annual Retainer:$1,500 - $100,000/year
One-Time Plan:$1,500 - $100,000
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