Owens Investment Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$2,500

“The rate for creating client financial plans is $2500.”

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

How Owens Investment Advisors LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of OIA's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Owens Investment 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.
• None of the 7 other planners in Mission Viejo that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Owens Investment Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

1.5% a year

Clients

70

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,806,984

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298900

Website

owensinvestmentadvisors.com (opens in new tab)

Phone

(760) 277-5544

Other planners in Mission Viejo that publish fees

• Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500⁠-⁠$6,000
• Castle FinancialMission Viejo$500⁠-⁠$3,500
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Kohr InvestmentsMission Viejo$350/hr, $350⁠-⁠$2,000
• Portsalus Wealth ManagementMission Viejo$2,500⁠-⁠$7,500

Compare all 11 planners in Mission Viejo