OAKTREE FINANCIAL PLANNING AND CONSULTING

OAKTREE FINANCIAL PLANNING AND CONSULTING is an SEC-registered investment adviser (CRD 146022).

Registration

• CRD: 146022
• Type: Registered investment adviser
• Phone: 973-908-8960
• Latest filing: 2026-03-27
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search