Owl and Ore Wealth Planning fees and pricing
Financial planner in Pleasant Hill, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Owl and Ore Wealth Planning charges a monthly fee of $400 and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $400/mo
“The client has the option to pay the annual fee in two semiannual installments ($2,000 upon signing the agreement and $2,000 at the six month mark) or the client can pay a monthly fee schedule of $400/month.”
- Annual fee
- $2,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Owl and Ore Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If services are terminated within ten (10) business days after you sign the client agreement, then services will be terminated without penalty (no fees will be due and/or a refund of any fees paid in advance).”
- “Clients pay a monthly account fee, in advance, based upon the market value of a household’s total assets under management as of the last business day of the preceding calendar month.”
- “Thereafter, you will receive, where applicable, a prorated refund of any prepaid investment advisory fees.”
How Owl and Ore Wealth Planning’s fees compare
- Its annual fee of $2,000 is below the California median of $6,250. 14% of the 224 other California planners that publish an annual fee charge less.
About Owl and Ore Wealth Planning
“The firm provides personalized financial planning, insurance planning and investment management to individuals, families and their related entities, trusts and estates, and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 71
- 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
- $57,315,785
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283734
- Phone
- (925) 719-9297
Other planners in Pleasant Hill that publish fees
- Ale LLCPleasant Hill$350/hr, $1,000-$10,000
- Compass Wealth Planning LLCPleasant Hill$3,000-$5,000
- 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
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.