Green Ocean Global Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“This fee is based on a $250 hourly fee, with the minimum engagement being 2 hours.”

Flat or project fee

$500

“The negotiated fixed rate for creating client financial plans is the minimum of $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Green Ocean Global Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The initial billing fee for portfolio management will be prorated based upon the number of days the account was open in that billing period.”
• “Clients may contact our office in writing to dispute the valuations if they disagree. 5 These fees are generally negotiable and the final fee schedule will be memorialized in the client s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of GOGAL's fees within five business days of signing the Investment Advisory Contract.”

How Green Ocean Global Advisors LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Green Ocean Global Advisors LLC

• Firm size: 5 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.45% a year

Clients

147

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$114,826,953

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321145

Website

linkedin.com/company/green-ocean-global-advisors (opens in new tab)

Phone

(206) 686-1594

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

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