Oath Planning, LLC

$284.7MAssets under management
as of Feb 2026 · SEC Form ADV
Tulsa, OK
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No one at Oath Planning, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $87M held · filed Jul 2024
Schwab
Per Form ADV · $24M held · filed Jul 2024
Altruist
Per Form ADV · $11M held · filed Jul 2024