Oder Investment Management, LLC fees and pricing
Financial planner in Woodland Hills, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Oder Investment Management, LLC charges $200 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“OIM charges a negotiable fixed fee ranging from $1,000 to $5,000 for financial planning services, the total of which is calculated based on our hourly rate of $200 per hour and dependent upon the level and scope of these services.”
- Flat or project fee
- $1,000-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oder Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our standard fee schedule is generally negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations.”
- “After work has started, we will notify the client in advance if we anticipate that a flat fee will exceed our original estimate.”
- “Oder Investment Management Page 10 Part 2A Brochure Billing Method Investment Management Services OIM’s advisory fees are payable quarterly in advance at the beginning of each calendar quarter.”
How Oder Investment Management, LLC’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- None of the 3 other planners in Woodland Hills that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 5 other planners in Woodland Hills that publish a flat or project fee charge less.
About Oder Investment Management, LLC
- Firm size: 6 employees.
- Credentials named in the brochure: CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2017 (9 years).
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
- 180
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $366,692,790
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 134506
- Phone
- (818) 676-0036
Can advise clients in 3 states: California, New Hampshire, Texas
Other planners in Woodland Hills that publish fees
- Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500-$6,500
- Hesen & HaslamWoodland Hills$350/hr, $10,000
- Mullaney Financial & Tax, Inc.Woodland Hills$7,800
- Pacific Oak Financial Planning LLCWoodland Hills$3,000-$12,500, $1,500-$6,250/qtr
- Paragon Financial PartnersWoodland Hills$3,500-$100,000
- R-Tech Advisors, Inc.Woodland Hills$2,500-$25,000/yr
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.