Olma Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$750/hr

“Financial Planning engagements are offered at an hourly rate between $350 and $750, depending on client complexity.”

Flat or project fee

$4,500

“One-Time and Ongoing Financial Planning have an annual minimum fee of $4,500.”

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

How Olma Advisors bills

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

• “An account may be terminated with written notice at least 5 business days in advance.”
• “Financial Planning fees may be paid by electronic funds transfer, check, or credit card.”
• “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”

How Olma Advisors’ fees compare

• Its hourly rate of $350-$750 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Los Gatos that publish an hourly rate charge less.
• Its flat or project fee of $4,500 is below the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Los Gatos that publish a flat or project fee charge less.

About Olma Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2019 (7 years).

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

3% a year

Minimum

$4,500 minimum fee (stated in brochure)

Clients

7

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,445,250

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306220

Phone

(650) 353-7737

Other planners in Los Gatos that publish fees

• Asl Financial, LLCLos Gatos$300⁠-⁠$500/hr, $500⁠-⁠$5,000
• Cultivate Financial Group LLCLos Gatos$8,000⁠-⁠$12,000/yr
• First Principles Investment Management LLCLos Gatos$5,000
• Libra Wealth LLCLos Gatos$100⁠-⁠$450/hr
• Los Gatos Financial LLCLos Gatos$250/hr, $400⁠-⁠$4,000
• Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800

Compare all 12 planners in Los Gatos