Oakfort Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,362,415
Clients
27
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$87,497
About
The firm, doing business as Oakfort Wealth Partners, provides personalized portfolio management and financial planning to individuals, profit-sharing plans, small businesses, trusts, estates, and foundations. Services include both discretionary and non‑discretionary investment management, comprehensive and limited-scope financial planning (retirement, tax, insurance, estate, education), and hourly consultative engagements.
Investment strategy centers on strategic asset allocation with a core-and-satellite structure, using ETFs, mutual funds and individual securities, and employing fundamental, technical, charting, and cyclical analysis. The firm monitors accounts on a continuous basis, rebalances as needed, and recently transitioned to offer discretionary management while maintaining the state-required surety bond for discretionary advisers.
Several operational features distinguish the firm from many solo independent advisors: it accepts commissionable insurance sales through a licensed representative and provides tax-preparation services as an enrolled agent, disclosures the firm documents as conflicts of interest. The adviser also works with retirement plan clients and other pooled or held-away accounts (e.g., 401(k)/403(b)/529s) and serves small-business/institutional clients, activities that are less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Fixed fees range from $795 to $5,000 for broad-based financial planning services.
up to 1% annually (negotiable)
Insurance product sales with commission compensation accepted by licensed insurance agent Charles Gitau, but commissions are not the primary source of income.
Up to $275 per hour for specific financial planning services.
Main office location
Oakfort Wealth Partners
12800 Whitewater Drive, Suite 100
Minnetonka MN 55343, United States
Number of offices
1
Most active in
Oakfort Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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