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OLD OAK FINANCIAL PLANNING, INC.
CRD 122500File 801-117480
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$160.3M
Bottom 25% of cohort (national)
Discretionary AUM
$103.0M
Non-discretionary $57.3M
Clients
264
653 accounts
Employees
2
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 15, 2019
- Principal office
- 7077 FIELDCREST DR., SUITE 400, BRIGHTON, MI, 48116
- Phone
- 810-220-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $160.3M
- Discretionary AUM
- $103.0M
- Non-discretionary AUM
- $57.3M
- Discretionary accounts
- 399
- Non-discretionary accounts
- 254
- Total accounts
- 653
- AUM per client
- $607K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $102.8M |
| Individuals (other than high net worth individuals) | 214 | $57.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.