# Oaktree Financial Planning and Consulting

Oaktree Financial Planning and Consulting is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 146022
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146022

## About

OAKTREE FINANCIAL PLANNING AND CONSULTING is a state-registered investment adviser. The firm employs one employee and one investment adviser.

## Sectors

- Financial Services

## Questions

### Does Oaktree Financial Planning and Consulting manage investment funds?

No. The firm does not operate commingled investment funds, hedge funds, or private equity vehicles. As a financial planning and consulting practice, client assets are managed on a separate-account basis or guided through third-party custodians. This contrasts with fund structures used by institutional asset managers.

## Related profiles

- [Oak Summit Wealth Management](https://altss.com/profile/oak-summit-wealth-management-inc)
- [OBEX Investments](https://altss.com/profile/obex-investments-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oaktree-financial-planning-and-consulting

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