Olea Advisory Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The hourly charge is a maximum of $500 per hour and the flat rate fee is no more than $15,000.”

Flat or project fee

$15,000

From the same sentence as above.

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

How Olea Advisory Services bills

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

• “If that day is at any time other than on the first day of a calendar quarter, the initial fee is prorated based upon the number of days from the first day of management to the end of the calendar quarter.”
• “Additions to your account at any time other than on the first day of a calendar quarter are subject to additional fees on a pro-rata basis based on the number of days from the first day of management to the end of the calendar quarter.”
• “No fee refunds will be given for withdrawals from your account made during the calendar quarter and for accounts billed in arrears.”

How Olea Advisory Services’ fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Plantation that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the Florida median of $4,900. 88% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Plantation that publish a flat or project fee charge less.

About Olea Advisory Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

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

2.25% 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, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340377

Website

oleawm.com (opens in new tab)

Phone

(954) 414-0915

Other planners in Plantation that publish fees

• Insight Wealth Management LLCPlantation$300⁠-⁠$500/hr, $2,000⁠-⁠$5,000/yr
• Sterling Wealth Advisors, Inc.Plantation$350/hr, $8,000
• Tobias Financial AdvisorsPlantation$100⁠-⁠$500/hr, $6,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 8 planners in Plantation