PlannerFees

Olympia Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 10, 2026, Olympia Wealth Management charges $300 an hour and a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“AND CONSULTING OWM charges an hourly fee of $300 for financial planning and consulting.”
Flat or project fee
$500
“Fees for financial planning and consulting are billed $500 in advance with the balance due upon plan delivery.”

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

How Olympia Wealth Management bills

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

  • “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
  • “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
  • “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Olympia Wealth Management’s fees compare

  • 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.
  • 2 of the 5 other planners in Lafayette that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
  • None of the 4 other planners in Lafayette that publish a flat or project fee charge less.

About Olympia Wealth Management

“Olympia Wealth Management (“OWM”) was founded in 2018 and became registered to provide investment advisory services in 2019.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Suresh Donthineni
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
37
Employees
1
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed
$20,482,810
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300261
Phone
(925) 935-1111

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