Disclosures

planwithoath.com is a unified digital platform intended to provide information about two distinct entities: Oath Planning, LLC (an SEC Registered Investment Adviser) and Oath Law (a law firm).

The two entities are separate, and the services provided by one are distinct from the services provided by the other.

I. Financial Services Disclosure (Oath Planning, LLC)

Oath Planning, LLC is an Investment Adviser registered with the U.S. Securities and Exchange Commission (SEC).

No Client Relationship: Visiting this site does not create a client/adviser relationship with Oath Planning. A relationship is only formed upon execution of a formal, written advisory agreement.

Not Investment Advice: Information concerning financial planning, investing, or wealth management is for informational and educational purposes only and should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services in any jurisdiction where the firm is not registered or otherwise exempt.

Risk Disclosure: Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal.

Regulatory Status: SEC registration does not imply a certain level of skill or training.

Required Documents: A copy of Oath Planning, LLC’s current disclosure statement, Form ADV Part 2A (Brochure), and Part 3 (Client Relationship Summary or CRS) is available upon request or can be found on the SEC’s Investment Adviser Public Disclosure (IAPD) website.

Chief Compliance Officer: The Chief Compliance Officer and contact person for financial content is Rodney Yancy, located at 1214 E 33rd St, Tulsa, OK 74105.

II. Legal Services Disclosure (Oath Law)

Oath Law is a law firm and not an SEC registered entity. The legal services offered are distinct from the financial advisory services.

Attorney Advertising: The content of this website related to legal services may constitute Attorney Advertising in certain jurisdictions.

No Attorney-Client Relationship: By visiting this website, you understand and agree that this does not create an attorney-client relationship or privilege between you and Oath Law or any of its attorneys. An attorney-client relationship is only formed upon a formal engagement in writing.

Not Legal Advice: No statement on this website should be interpreted or relied upon as legal advice. The website should not be used as a substitute for competent legal advice from a licensed professional attorney in your state.

No Confidentiality: Merely contacting Oath Law will not establish a confidential, attorney-client relationship. Do not send confidential legal information to the firm until a formal engagement is executed.

Jurisdictions: Oath Law is a law firm located in the respective jurisdictions of [List of all states: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Michigan, Mississippi, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin].

Responsibility for Content: The attorney responsible for the content of the legal portion of this website is Rodney Yancy, with a principal office location at 1214 E 33rd St, Tulsa, OK 74105.

Important Decision: The choice of a lawyer is an important decision and should not be based solely upon advertisements.

III. General Warning

Legal and Financial Services are Separate: You are not required to use the services of Oath Law to use the services of Oath Planning, LLC, or vice versa. Any engagement with one firm is separate and distinct from any engagement with the other.