Oatley & Diak, LLC. fees and pricing

Financial planner in Parker, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 13, 2026, Oatley & Diak, LLC. charges $300 an hour for financial planning.

Published fees

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

Hourly rate: $300/hr; “Concierge Services and Special Projects Special Projects involving senior planners (with a CPA or CFP® designation) will be billed at the rate of $300/hour.”

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

“Fees are calculated and billed quarterly in advance.”
“Fees are calculated and billed quarterly in advance.”
“Special Projects involving an associate planner (without a CPA or CFP® designation) are billed at $150/hour.”

Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
None of the 3 other planners in Parker that publish an hourly rate charge less.

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
Clients: 44
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and other services
Assets managed: $30,472,436
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 123589
Website: oatleydiak.com (opens in new tab)
Phone: (303) 221-1900

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