RIA Intel›Advisers›Colorado›OAKTREE FINANCIAL PLANNING, LLC

OAKTREE FINANCIAL PLANNING, LLC

Advisory

FORT COLLINS, CO

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CO
#559
of 720 advisers by AUM
Average account
$911K
across 99 accounts
AUM per adviser
$90M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$90M
Discretionary %
100%
Clients
23
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

CLARK BROTHERS, INC.
AURORA, CO
$90M
+260.0% 1Y
ADVENIRE WEALTH MANAGEMENT LLC
COLORADO SPRINGS, CO
$90M
MUTUAL FUND PROTECTION SERVICE
DENVER, CO
$91M
-8.9% 1Y
ESSENTIAL ADVISERS, INC.
DENVER, CO
$91M
-9.2% 1Y
LATHRAM FINANCIAL GROUP, LLC
$91M
PLATTE RIVER CAPITAL, LLC
DENVER, CO
$89M
-75.9% 1Y

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