OAKTREE FINANCIAL PLANNING, LLC

OAKTREE FINANCIAL PLANNING, LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 147478). Regulatory assets under management: $90.2M.

Registration

• CRD: 147478
• Type: Registered investment adviser
• Location: 155 E. BOARDWALK, FORT COLLINS, CO, 80525
• Phone: 970-988-2044
• Latest filing: 2026-02-18
• Regulatory AUM: $90.2M
• Discretionary AUM: $90.2M
• Clients: 1
• Accounts: 99

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147478 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search