Oda and Company, Inc. fees and pricing
Financial planner in Medina, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Oda and Company, Inc. charges $150-$300 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“We assess an hourly rate that ranges from $150 to $300 an hour for financial planning services with a minimum of two hours per engagement.”
- Flat or project fee
- $2,000-$5,000
“The fixed fees range between $2,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oda and Company, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees for planning services are agreed upon in advance in writing with one half the fee due upon engagement and the remaining half due upon delivery of the service or plan.”
- “We reserve the right to refund or waive our financial planning fees for clients who use our custom portfolio management services.”
- “The fee is paid by check by the survivor, executor or trustee.”
How Oda and Company, Inc.’s fees compare
- Its hourly rate of $150-$300 spans the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
- None of the 3 other planners in Medina that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 spans the Ohio median of $3,250. 54% of the 199 other Ohio planners that publish a flat or project fee charge less.
About Oda and Company, Inc.
“We offer clients financial planning services to evaluate their financial situation, goals and risk tolerance. We may offer comprehensive planning services, or the client may desire advice on certain planning components; the firm can tailor services as desired by the client.”
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 197
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $125,561,519
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119952
- Phone
- (330) 725-8911
Other planners in Medina that publish fees
- GJW Investment Adviser LLCMedina$250/hr
- S.c. Thomas & Associates, CPA, LLCMedina$250/hr
- Victory Financial Services LLCMedina$250/hr, $500-$5,000
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
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.