Oakleaf Asset Advisors fees and pricing

Financial planner in Paso Robles, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Oakleaf Asset Advisors charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Financial planning services are billed at the rate of $150 per hour, set forth in the Financial Planning Agreement.”

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

“The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
“The fee for such service is payable upon completion of the consulting session.”
“Fees are generally negotiable and may be less for larger client relationships and for non-profit and long-term clients.”

Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2010 (16 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: No minimum stated in brochure
Clients: 57
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $22,070,498
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 153182
Website: oakleafasset.com (opens in new tab)
Phone: (559) 321-8539

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.