CRD: 147478
Oaktree Financial Planning, LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-07-2008
- Office Locations
- 1
Office Locations
About Oaktree Financial Planning, LLC
OakTree Financial Planning is a fee-only, fiduciary firm providing financial planning and portfolio management tailored to engineers and technology professionals, including employees at major high-tech companies. Portfolios are built to be well-diversified, low-cost, tax-efficient, and risk-appropriate. Based in Fort Collins, it works with clients nationwide and custodies assets with Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Oaktree Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SUNIT BHALLA
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #5545383
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,228,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,228,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Oaktree Financial Planning, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.