Gordon Oak Financial provides financial planning services. For companies, they offer financial planning as an employee benefit. For individuals, they offer comprehensive financial planning. Gordon Oak Financial does not manage investments and is fee-only. They may recommend robo-investing platforms but have no formal arrangements.
Assets Under ManagementN/A
Clients40
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan for individuals: $1,500 - $12,000 annually, based on income and net worth. The firm targets a planning fee of 1%-2% of annual income or 0.5%-1% of net worth.
- Financial planning services to employees of small to mid-size companies:
- 0-50 employees: $15,600 annually
- 51-100 employees: $22,800 annually
- 101-150 employees: $30,000 annually
- 151-200 employees: $37,200 annually
- Over 200 employees: negotiable
- Educational seminars and workshops: Starting at $800 for an hour-long session.
One-Time Plan:$1,500 - $12,000
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