RIA Intel›Advisers›Michigan›OLD OAK FINANCIAL PLANNING, INC.

OLD OAK FINANCIAL PLANNING, INC.

Advisory

N·BRIGHTON, MI

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM

$160M

1-Year AUM Growth

+19.3%

3-Year CAGR

+2.5%

Employees

2

Assets Under Management

Total AUM$160M

Discretionary AUM$103M

Non-Discretionary AUM$57M

Discretionary %64.3%

Total Clients260

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingNov 30, 2006

Latest FilingMar 9, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLD OAK FINANCIAL PLANNING, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.