Pacific Oak Financial Planning LLC fees and pricing
Financial planner in Woodland Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Pacific Oak Financial Planning LLC charges a flat or project fee of $3,000-$12,500 and a quarterly fee of $1,500-$6,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$12,500
“When we are engaged for wealth management services, we charge on a fixed fee basis, generally ranging from $3,000 to $12,500 upfront, plus $1,500 to $6,250 per quarter, in advance, depending on factors such as the complexity of the client’s financial profile, the depth of services to be provided through the…”
- Quarterly fee
- $1,500-$6,250/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pacific Oak Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid by check or draft from US‐based financial institutions.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Payment is due by check, credit card or through Advisor’s selected third-party payment vendor.”
How Pacific Oak Financial Planning LLC’s fees compare
- Its flat or project fee of $3,000-$12,500 spans the California median of $5,000. 72% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in Woodland Hills that publish a flat or project fee charge less.
About Pacific Oak Financial Planning LLC
“We offer a limited financial review engagement that will address a limited number of financial questions a client may have, and we also provide comprehensive financial planning as part of our wealth management engagement.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- 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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $7,694,458
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226649
- Phone
- (818) 208-8686
Other planners in Woodland Hills that publish fees
- Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500-$6,500
- Hesen & HaslamWoodland Hills$350/hr, $10,000
- Mullaney Financial & Tax, Inc.Woodland Hills$7,800
- Oder Investment Management, LLCWoodland Hills$200/hr, $1,000-$5,000
- Paragon Financial PartnersWoodland Hills$3,500-$100,000
- R-Tech Advisors, Inc.Woodland Hills$2,500-$25,000/yr
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.