OAKRIDGE FINANCIAL PLANNING LLC

OAKRIDGE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 335725). Regulatory assets under management: $91K.

Registration

• CRD: 335725
• Type: Registered investment adviser
• Phone: (949) 508 - 9572
• Latest filing: 2026-01-19
• Regulatory AUM: $91K
• Non-discretionary AUM: $91K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search