Old Oak Financial Planning, Inc.
● SEC registered since 2019CRD 122500SEC# 801-117480Brighton, MI
Reg. AUM
$160.3M
Employees
2
Accounts
653
Location
Brighton, MI
Old Oak Financial Planning, Inc. assets under management
Old Oak Financial Planning, Inc. is an SEC-registered investment adviser based in Brighton, MI. The firm has been registered since 2019. It reports $160.3 million in regulatory assets under management and employs 2 people.
Old Oak Financial Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Edward Garbacik | President/Chief Compliance Officer | Over 75% | 2022 |
| Stacy Ray Starr | Registered Investment Advisor | Under 5% | 2022 |
Frequently asked questions
How much does Old Oak Financial Planning, Inc. manage?
Old Oak Financial Planning, Inc. reports $160.3 million in regulatory assets under management on its Form ADV.
How many employees does Old Oak Financial Planning, Inc. have?
Old Oak Financial Planning, Inc. reports 2 employees.
Where is Old Oak Financial Planning, Inc. located?
Old Oak Financial Planning, Inc. is based in Brighton, MI and has been SEC-registered since 2019.
Does Old Oak Financial Planning, Inc. disclose fund performance?
Old Oak Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116 |
| Phone | 810-220-4400 |
| Fax | 810-220-8818 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.3M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160.3Mregulatory AUM
Discretionary $103MNon-discretionary $57.3M