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Oaktree Financial Planning, LLC
OAKTREE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $90 million in regulatory assets.
Oaktree Financial Planning, LLC
OAKTREE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $90 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Collins
Corporate office
Unknown, United States
Sector focus
Frequently asked questions
What services does Oaktree Financial Planning, LLC offer?
Oaktree Financial Planning, LLC provides financial planning, tax-efficient investment management, retirement planning, and estate planning services for high-net-worth families (per public record). The firm operates as a registered investment advisor, suggesting a fiduciary standard of care.
Is Oaktree Financial Planning, LLC a family office?
Oaktree Financial Planning, LLC is structured as a multi-family office RIA rather than a single-family office. It appears to serve multiple unrelated families with comprehensive wealth management.
What is the minimum net worth required to work with Oaktree Financial Planning, LLC?
The firm does not publicly disclose a minimum net worth requirement. As a multi-family office, it likely targets households with $5M+ in investable assets, but no official threshold is available.
How does Oaktree Financial Planning, LLC source investments?
The firm does not publicly describe its investment sourcing process. As an RIA focused on financial planning, it likely uses third-party money managers or model portfolios rather than proprietary deal flow.
Is Oaktree Financial Planning, LLC affiliated with Oaktree Capital Management?
No confirmed affiliation exists between Oaktree Financial Planning, LLC and Oaktree Capital Management (the global alternative asset manager). The name similarity appears coincidental.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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