Ogden, Thomas fees and pricing

Financial planner in Monterey, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 21, 2026, Ogden, Thomas charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “For standalone financial planning engagements, the Advisor offers financial planning services at an hourly rate of $500.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are typically payable monthly, in arrears, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 318003
Phone: (626) 808-8622

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