Olhoeft Financial, LLC fees
Financial planner in San Juan Capistrano, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Olhoeft Financial, LLC (San Juan Capistrano, CA) charges $375 an hour and an annual fee of $3,500-$30,000 for financial planning.
- Website: olhoeftfinancial.com (opens in new tab)
- Call (949) 489-0136
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $375/hr
Above the California median of $300; 70% of the 524 other planners in California that publish an hourly rate charge less.
“We also provide consultations on miscellaneous financial issues at a rate of $375 per hour, billed at the end of the consultation.”
- Annual fee
- $3,500-
$30,000/yr Runs from below the California median of $8,483 to above it.
“Financial planning services are provided for a fixed fee ranging from $3,500 - $30,000 per year.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2006 (20 years)
How Olhoeft Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is billed in quarterly installments at the beginning of each quarter.”
- “Upon cancellation, we will present you with an invoice for time spent.”
- “We will prorate the advisory fees received through the termination date and send you an invoice for the advisory fees due.”
About Olhoeft Financial, LLC
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $81.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 139870 (opens in new tab)
- Phone
- (949) 489-0136
More planners in California that publish fees
- Velmark Capital Management LLCSan FranciscoHourly $350/hr, Annual $3,500/yr
- Farm Girl Capital LLCAlbanyHourly up to $250/hr
- Sapient Road Wealth Management, LLCSan DiegoHourly up to $150/hr
- St. Clair FinancialRosevilleHourly $275-$625/hr, Flat $4,500-$7,500
- Pedicord Wealth Management, LLCRocklinHourly up to $250/hr
- Cerro Pacific Wealth Advisors, LLCSan Luis ObispoFlat up to $3,500
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.