Oberdorfer Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“One-Time Financial Plans Oberdorfer Financial collects an hourly fee of $500 for the delivery of a Financial Plan.”

Annual fee

$12,000/yr

“360: $12,000/yr Service Cost Note Investment Management (IM) $0 extra.”

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

How Oberdorfer Financial bills

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

• “The annual advisory fee is established in advance and is generally billed in four equal quarterly installments in advance.”
• “The applicable fee will be agreed upon in advance of the engagement and is due prior to the consultation unless otherwise agreed in writing.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. ​ ​ Educational Seminars / Speaking Engagements Seminars and speaking engagements are offered to organizations and the public on a variety of financial topics.”

How Oberdorfer Financial’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its annual fee of $12,000 is above the Ohio median of $5,000. 71% of the 79 other Ohio planners that publish an annual fee charge less.

About Oberdorfer Financial

• Principal: Matthew Oberdorfer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

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

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$4,813,483

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329938

Website

obfi.com (opens in new tab)

Phone

(614) 350-1902

Can advise clients in 2 states: Florida, Ohio

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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