Odyssey Financial Services LLC fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 15, 2026, Odyssey Financial Services LLC charges $75 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75/hr
“A negotiable $75 hourly charge for subsequent meetings, discussions, and planning work.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Odyssey Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “There will generally be either an annual, bi-annual, and quarterly re-evaluation and check-in meeting, which will be billed at the hourly rate.”
- “There will generally be either an annual, bi-annual, and quarterly re-evaluation and check-in meeting, which will be billed at the hourly rate.”
- “Fees will be billed at the end of each fiscal year.”
How Odyssey Financial Services LLC’s fees compare
- Its hourly rate of $75 is below the California median of $300. None of the 932 other California planners that publish an hourly rate charge less.
- None of the 35 other planners in Los Angeles that publish an hourly rate charge less.
About Odyssey Financial Services LLC
“Odyssey Financial Services LLC, as an Investment Advisory Firm, will comprise of two main parts: Investment Management and Financial Planning. 3 Investment Management The Advisor offers Investment Advising on various investment instruments available in the United States including, among other things, stocks, bonds,…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 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
- 0.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322254
- Phone
- (310) 801-9240
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
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.