Oak Bay Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400⁠-⁠$750/hr

“Financial Planning fee is an hourly rate between $400.00 and $750.00 per hour, depending on complexity.”

Flat or project fee

$1,500⁠-⁠$20,000

“The fixed fee can range between $1,500.00 and $20,000.00, depending on complexity.”

Monthly fee

$1,000⁠-⁠$5,000/mo

“Financial Plan – Ongoing Consulting and Coaching Ongoing Consulting and Coaching consists of an ongoing fee that is paid monthly, in advance, at the rate of $1,000 - $5,000 per month.”

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

How Oak Bay Financial, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check, Zelle, Venmo or a credit card.”
• “Firm does not maintain a record of credit card numbers.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Oak Bay Financial, LLC’s fees compare

• Its hourly rate of $400-$750 is above the Nevada median of $300. 94% of the 64 other Nevada planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Henderson that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the Nevada median of $5,000. 78% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Henderson that publish a flat or project fee charge less.

About Oak Bay Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339012

Phone

(702) 558-5448

Can advise clients in 3 states: California, New Mexico, Nevada

Other planners in Henderson that publish fees

• Aldrich Investment ManagementHenderson$200/hr, $1,500⁠-⁠$4,000
• Avalon Wealth PartnersHenderson$250/hr, $2,500⁠-⁠$5,000
• Capstone Capital Wealth AdvisorsHenderson$5,000⁠-⁠$20,000
• Curtis Wealth Management LLCHenderson$250/hr
• Diazo, LLCHenderson$1,000⁠-⁠$5,000
• Ensourceful, Inc.Henderson$150/hr

Compare all 15 planners in Henderson