Oceanic Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“If the client decides to terminate services before completion of the plan, OCM will calculate the fees owed based on the time incurred multiplied by the firm’s $350 hourly rate, then return the difference to the client or bill for any balance due.”

Flat or project fee

$3,500⁠-⁠$5,000

“Financial planning services fees typically range from between $3,500 to $5,000 per plan, depending on the degree of complexity.”

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

How Oceanic Capital Management LLC bills

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

• “This fee is negotiable at the advisor’s discretion, based on the total client relationships and assets under management.”
• “New account fees will be prorated from the account's inception to the end of the first billing period.”
• “However, fees may be negotiable at OCM’s discretion.”

How Oceanic Capital Management LLC’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 3 of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$5,000 is below the New Jersey median of $5,000. 44% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Oceanic Capital Management LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2008 (18 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

2% a year

Clients

93

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$64,579,391

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146135

Website

oceaniccap.com (opens in new tab)

Phone

(732) 345-1533

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000

Compare all 18 planners in Red Bank