The Oak Ridge Financial Services Group, Inc
701 XENIA AVENUE SOUTH, Golden Valley, Minnesota 55416-1089
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
from 0.25% to 2.25% on managed assets, not to exceed the maximum cumulative fee of 2.50%. 5 Financial Planning Oak Ridge offers financial planning on both a fixed fee and an hourly fee basis. Fees are negotiable based upon the complexity of the client’s financial situation and the reques
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 7 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.