Oakgrowth Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $2,000 per quarter.”

Quarterly fee

$2,000/qtr

From the same sentence as above.

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

How Oakgrowth Wealth Management LLC bills

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

• “There may also be variances between billing invoice and end of month statement due to Charles Schwab billing.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Oakgrowth Wealth Management LLC’s fees compare

• Its flat or project fee of $1,000 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Oakgrowth Wealth Management LLC

• Principal: David Hindi
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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

2.5% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

50

Employees

1

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,286,390

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311604

Website

oakgrowthwm.com (opens in new tab)

Phone

(626) 585-8880

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

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