Oceaniq Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$10,000⁠-⁠$100,000

“Flat fees range from $10,000 to $100,000.”

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

How Oceaniq Capital, LLC bills

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

• “Fees are billed on a pro-rata quarterly basis in advance and will be deducted from client account(s) unless other arrangement have been mutually agreed upon.”
• “The remainder of the fee will be directly billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered.”
• “Corporate Cash Management Services Corporate Cash Management Services fees are billed on a pro-rata quarterly in advance basis and are debited directly from client account(s).”

How Oceaniq Capital, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Palo Alto that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$100,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Palo Alto that publish a flat or project fee charge less.

About Oceaniq Capital, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

448

Employees

7

Works with

High net worth individuals and pooled investment vehicles

Services reported to regulators

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

Assets managed

$334,170,960

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

168062

Website

oceaniqcapital.com (opens in new tab)

Phone

(415) 432-7580

Can advise clients in 2 states: California, Florida

Other planners in Palo Alto that publish fees

• Frank, Rimerman Advisors LLCPalo Alto$360⁠-⁠$825
• Holbrook Global StrategiesPalo Alto$250/hr
• Maya Advisors, Inc.Palo Alto$6,000⁠-⁠$12,000/yr
• Mayfield Advisors, Inc.Palo Alto$150⁠-⁠$250/hr, $1,500⁠-⁠$7,500
• Meyers Wealth ManagementPalo Alto$360/hr
• Radiant Wealth PlanningPalo Alto$5,000

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