CRD: 335725
Oakridge Financial Planning LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
About Oakridge Financial Planning LLC
Oakridge Financial Planning LLC is a Texas-registered RIA providing financial and retirement planning for individuals and families, including young professionals, growing families, small business owners, and pre-retirees/retirees. The firm pairs planning with portfolio management that commonly uses ETFs, offers transparent pricing via an online fee calculator, and supports clients through portals such as Altruist and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Zachary Richard Willie
Managing Member
- CRD
- #8063479
- Ownership
- 75% or more
Christopher Dale Willie
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $90,745 | -- |
| Total | $90,745 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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