Open Water Advisory Partners fees and pricing

Published fees

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

Hourly rate

$350/hr

“Hourly financial planning and consulting services are offered at a rate of $350 per hour.”

Flat or project fee

$2,500

“Fixed-fee financial planning engagements are generally offered for $2,500; however, fees may vary depending on the scope and complexity of the services provided.”

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

How Open Water Advisory Partners bills

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

• “Portfolio management fees are billed quarterly in advance based on the value of the client’s account, including cash and other assets in the account on the last business day of the preceding calendar quarter.”
• “The initial quarterly fee will be prorated from the effective date through the end of the applicable calendar quarter.”
• “The Firm may make prorated billing adjustments for material additions to or withdrawals from an account during the quarter.”

How Open Water Advisory Partners’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.

About Open Water Advisory Partners

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

2% a year

Minimum

No minimum stated in brochure

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342017

Phone

(909) 206-5560

Other planners in Yucaipa that publish fees

• Capital United Investments LLCYucaipa$250/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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