Oceanair Wealth fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 10, 2026, Oceanair Wealth charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“OceanAir charges a negotiable fixed fee between $1,000 and $10,000 based on complexity and unique Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oceanair Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the value of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Oceanair Wealth’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Nevada median of $5,000. 56% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 15 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About Oceanair Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $486,484
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335107
- Phone
- (303) 304-0448
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.