Obran Capital Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Initial Financial Plan OCA charges a fixed fee for initial financial plans, ranging from 12 to 18 hours, based on our hourly rate of $400.”

Quarterly fee

$750/qtr

“Our minimum quarterly fee requirement is $750 to establish or maintain a portfolio under our management, although OCA may reduce or waive the minimum fee on a case-by-case basis.”

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

How Obran Capital Advisors LLC bills

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

• “Fees are negotiable, under the sole discretion of OCA, and all fees will be clearly disclosed within the Advisory Agreement.”
• “These fees are billed quarterly in advance based on the adjusted cost basis as of the last day of the prior billing period.”
• “Advisory fees are prorated for any partial billing periods, including the initial and terminating billing periods.”

How Obran Capital Advisors LLC’s fees compare

• Its hourly rate of $400 is above the Massachusetts median of $300. 81% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 8 of the 12 other planners in Boston that publish an hourly rate charge less.

About Obran Capital Advisors LLC

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

1.5% a year

Minimum

$750 minimum fee (stated in brochure)

Clients

28

Employees

4

Works with

Individuals, charities, and other

Services reported to regulators

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

Assets managed

$30,852,323

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325454

Website

obrancapitaladvisors.com (opens in new tab)

Phone

(617) 356-7410

Can advise clients in 6 states: California, Colorado, Louisiana, Massachusetts, North Carolina, Texas

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

Compare all 47 planners in Boston