Owlsense Wealth & Legacy Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The negotiable hourly fee for these services is $300.”

Flat or project fee

$1,500⁠-⁠$20,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $20,000.”

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

How Owlsense Wealth & Legacy Advisors LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the other services that OwlSense Advisors may provide to the client.”
• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Owlsense Wealth & Legacy Advisors LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.

About Owlsense Wealth & Legacy Advisors LLC

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 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

1.7% a year

Clients

9

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$4,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330627

Website

Owlsensecapital.com (opens in new tab)

Phone

(661) 278-0585

Other planners in California that publish fees

• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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