Optometry Wealth Advisors LLC fees and pricing
Financial planner in Madera, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Optometry Wealth Advisors LLC charges $250 an hour and a monthly fee of $395-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event of early termination, any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly We also provide financial planning services at the rate of $250 per hour.”
- Monthly fee
- $395-$5,000/mo
“Fees currently range from approximately $395 to $5,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Optometry Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases at the discretion of OWA.”
- “Fees for this service may be paid by electronic funds transfer, credit/debit card, or check.”
- “Since fees after the first month are paid in arrears, no refund will be needed upon termination of the account.”
How Optometry Wealth Advisors LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Optometry Wealth Advisors LLC
“We provide a combined service that include both financial planning and investment management and advice tailored to the needs and investment objectives of our clients. We provide comprehensive financial planning services to our clients.”
- Principal: Evon Mendrin
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 35
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $7,887,436
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317286
- Phone
- (559) 345-5059
Other planners in Madera that publish fees
- Stride Financial PlanningMadera$200/hr, $900-$1,200
- 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
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.