Overland Advisors fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Overland Advisors charges $250 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“OA charges $250 per hour or $500 per financial planning module, billed in arrears.”
- Flat or project fee
- $500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Overland Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If OA utilizes an Independent Manager, that manager’s fees are billed separately and in addition to OA’s fees.”
- “Clients may set up ACH billing for the Adviser’s fees.”
- “The direct billing on these accounts will be monthly, in arrears, based on the agreed upon management fee.”
How Overland Advisors’ fees compare
- Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 11 of the 42 other planners in Phoenix that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Arizona median of $3,100. 3% of the 164 other Arizona planners that publish a flat or project fee charge less.
- None of the 30 other planners in Phoenix that publish a flat or project fee charge less.
About Overland Advisors
- Principal: Kenneth T. Holman
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334738
- Phone
- (888) 248-2170
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/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.