Olde World Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$600⁠-⁠$1,200

“The financial planning invoice will be provided each time we assess our fee, and it will include the​ ​fee to be charged, the formula used to calculate our fee, the time period covered by the fee and the fee​ ​calculation itself.​ ​ roject-based planning engagements are assessed fixed fee that ranges from $600 to…”

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

How Olde World Investments bills

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

• “The firm’s published fees are negotiable, and may​ ​be waived or discounted for an associate, their family members, and other special arrangements.”
• “Fees are to be​ O ​paid to Olde World Investments by check or bank draft from US-based financial institutions.”
• “We do not require a deposit to initiate the planning engagement;​ ​however, an hourly engagement lasting more than one month is billed at the end of each month for time​ ​incurred.”

How Olde World Investments’ fees compare

• Its flat or project fee of $600-$1,200 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Napa that publish a flat or project fee charge less.

About Olde World Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Equity compensation

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

1.2% a year

Minimum

$100,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$175,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329714

Website

oldeworldinvestments.com (opens in new tab)

Phone

(707) 204-8379

Other planners in Napa that publish fees

• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• Arcadian Associates, LLCNapa$400/hr
• Dedora Capital, Inc.Napa$150⁠-⁠$250/hr, $1,500⁠-⁠$10,000
• Harrington Investments, Inc.Napa$250
• John H. Liles, CFPNapa$150/hr

Compare all 7 planners in Napa