Otium Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“In special circumstances it may be offered on an hourly basis at a rate of $275 per hour, depending on the nature of the specified services.”

Flat or project fee

$1,000⁠-⁠$4,000

“The fixed project fee can range between $1,000 - $4,000.”

Monthly fee

$250⁠-⁠$450/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of no upfront charges and an ongoing fee that is paid monthly or quarterly, in advance, in a range of $250 - $450 per month or $750 - $1,350 per quarter.”

Quarterly fee

$1,500/qtr

“All Assets Under Management $1,500 per Quarter Our fee is a fixed fee paid in arrears on a quarterly basis.”

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

How Otium Advisory Group, LLC bills

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

• “Advisor will invoice clients on a quarterly basis for the advisory fees.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Otium Advisory Group, LLC’s fees compare

• Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Hawthorne that publish a flat or project fee charge less.

About Otium Advisory Group, LLC

• Principal: John Pak
• 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: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$18,814,682

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285173

Website

twitter.com/johncp_otiumag (opens in new tab)

Phone

(310) 737-8266

Other planners in Hawthorne that publish fees

• Modern Assets, LLCHawthorne$5,000⁠-⁠$10,000, $2,000/yr
• PFL Partners LLCHawthorne$150/hr, $600⁠-⁠$1,800
• 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

Compare all 4 planners in Hawthorne