Og Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$1,200

“AND CONSULTING OGAG charges a fixed fee of $300 - $1,200 based on complexity and unique Client needs for financial planning.”

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

How Og Advisory Group, LLC bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “This fee is negotiable and will be in addition to the fee paid to OGAG.”
• “This annual fee shall be paid quarterly, in arrears, by OGAG to Zega based upon the average daily market value of the assets during the previous quarter.”

How Og Advisory Group, LLC’s fees compare

• Its flat or project fee of $300-$1,200 is below the Virginia median of $4,250. 8% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 4 other planners in Roanoke that publish a flat or project fee charge less.

About Og Advisory Group, LLC

• Principal: Justin Barham
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

2% a year

Clients

72

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$13,860,622

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326855

Website

OGAGLLC.com (opens in new tab)

Phone

(540) 384-0422

Other planners in Roanoke that publish fees

• American Financial Planning, Inc.Roanoke$215/hr, $2,450
• Greenbrier FinancialRoanoke$300/hr, $2,500⁠-⁠$30,000
• Kommon Wealth, LLCRoanoke$1,000⁠-⁠$5,000
• Monsour Advisory Services, Inc.Roanoke$250/hr, $30,000
• Peakvalley Wealth, LLCRoanoke$250/hr
• Waynefirebaugh, Inc.Roanoke$500/hr

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