Olivehurst Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated July 14, 2026, Olivehurst Advisors LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“The annual fee is billed in four quarterly installments of up to $2,500 per quarter and paid quarterly in arrears.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
7 of the 10 other planners in Roseville that publish an hourly rate charge less.

“We offer Investment Management and Financial Planning Services.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Neil Portus
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Registered as an adviser: 2023 (3 years).

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: 0.75% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328287
Website: olivehurstadvisors.com (opens in new tab)
Phone: (917) 994-0360

Is something on this page wrong or out of date?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.