Othniel Financial Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“OFA bills based on the balance on the first day of the billing period Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is $250.”

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

How Othniel Financial Advisory Services, LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of OFA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of OFA's fees within five business days of signing the Investment Advisory Contract.”

How Othniel Financial Advisory Services, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.

About Othniel Financial Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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

1.5% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285376

Phone

(832) 776-8904

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