Odingard Capital Management fees and pricing
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 17, 2026, Odingard Capital Management charges a quarterly fee of $1,250 and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,250/qtr
“However, a client with only $400,000 under OCM management will be charged $1,250 per quarter, or $5,000 per year.”
- Annual fee
- $5,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Odingard Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the assets in the plan as of the last business day at the end of the previous quarter.”
How Odingard Capital Management’s fees compare
- Its annual fee of $5,000 matches the Oklahoma median of $5,000. 45% of the 11 other Oklahoma planners that publish an annual fee charge less.
About Odingard Capital Management
- Firm size: 6 employees.
- Registered as an adviser: 2018 (8 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
- 1.25% a year
- Clients
- 43
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Assets managed
- $34,208,160
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297861
- Phone
- (918) 794-4060
Other planners in Tulsa that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Cadent Capital Advisors, LLCTulsa$250-$350/hr
- Chartmark Investments, Inc.Tulsa$150/hr
- Collective Wealth, LLCTulsa$250/hr
- Cone Wealth ManagementTulsa$250/hr, $500-$1,500
Is something on this page wrong or out of date?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.