Obel Financial Advisors fees and pricing
Financial planner in San Mateo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Obel Financial Advisors charges a flat or project fee of $300-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $300-$5,000
“A comprehensive financial plan is provided at a fixed rate that ranges from $300 to $5,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Obel Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Invoices issued and sent to clients will include ; the formula used to calculate the fee, the value of asset(s) under managment on which the fees is based and the time period covered by the fee.”
- “Fees for services to be performed will not be collected six or more months in advance.”
- “Fees are billed directly to the Client and due upon receipt.”
How Obel Financial Advisors’ fees compare
- Its flat or project fee of $300-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 10 other planners in San Mateo that publish a flat or project fee charge less.
About Obel Financial Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 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
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $1,067,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155640
- Phone
- (415) 879-0057
Other planners in San Mateo that publish fees
- Balopole Investment Management CorporationSan Mateo$150/hr
- Banyan Lake Capital LLCSan Mateo$225/hr
- Barson Financial PlanningSan Mateo$500-$5,000
- Bixy Wealth LLCSan Mateo$250/hr, $1,000-$10,000
- Bucher Wealth AdvisorsSan Mateo$2,500
- Caregen Wealth ManagementSan Mateo$450/hr, $900-$10,000/qtr
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.