Orca Wealth Management, LLC fees and pricing
Financial planner in New Port Richey, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Orca Wealth Management, LLC charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Orca Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
- “Fees for financial planning and/or consulting services can be billed on an hourly rate, fixed rate, or project basis in advance on a monthly or quarterly basis.”
- “For stand-alone financial planning services, the agreement between Orca Wealth Management and the client will terminate upon delivery of the plan or completion of the service.”
How Orca Wealth Management, LLC’s fees compare
- Its annual fee of $20,000 is above the Florida median of $4,800. 87% of the 97 other Florida planners that publish an annual fee charge less.
About Orca Wealth Management, LLC
“About Our Firm Orca Wealth Management, LLC (“Orca Wealth Management”) is a fee-only registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals.”
- Principal: Kenneth Ouellette
- Firm size: 3 employees.
- Registered as an adviser: 2020 (6 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
- 2.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 406
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $224,401,139
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310053
- Phone
- (727) 938-1600
Can advise clients in 4 states: Florida, North Carolina, Oregon, Texas
Other planners in New Port Richey that publish fees
- Commoncents Wealth Advisors, LLCNew Port Richey$500/hr, $250
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.