Oaktree Wealth Group Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee of $250 per hour is charged by Oaktree Wealth Group for financial planning services provided under this arrangement.”

Flat or project fee

$250⁠-⁠$25,000

“The minimum fixed fee is generally $250, and the maximum fixed fee is generally no more than $25,000.”

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

How Oaktree Wealth Group Inc. bills

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

• “The annual Advisory Fee is an asset-based fee, which will be prorated and billed based on the Client’s account balance on the last business day of each quarterly period.”
• “For clients who are billed in advance, we will refund our fee for withdrawals on a pro-rated basis and charge an additional fee for additions to an account on a pro-rated basis.”
• “These fees are billed quarterly in arrears and be directly deducted from the accounts Financial Planning & Consulting Services.”

How Oaktree Wealth Group Inc.’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.
• None of the 5 other planners in Brea that publish an hourly rate charge less.
• Its flat or project fee of $250-$25,000 spans the California median of $5,000. 86% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Brea that publish a flat or project fee charge less.

About Oaktree Wealth Group Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• College 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% a year

Minimum

No minimum stated in brochure

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$10,202,907

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167388

Website

oaktreewealthgroup.com (opens in new tab)

Phone

(949) 514-8588

Other planners in Brea that publish fees

• Anchor Financial GroupBrea$250/hr
• Choice Financial & Insurance Services, Inc.Brea$250/hr, $10,000
• DFS Capital ManagementBrea$250/hr, $2,500
• Investlinc Wealth ServicesBrea$250/hr, $350
• Kirz, Paul HBrea$600/hr, $7,000/yr
• Layari FinancialBrea$500⁠-⁠$10,000, $7,200⁠-⁠$20,000/yr

Compare all 9 planners in Brea