# Joshua Oder

> Joshua Oder is a fee-only financial advisor at Oder Investment Management in Woodland Hills, California. Joshua charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/joshua-oder/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oder Investment Management
- **Based in:** Woodland Hills, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $366.7M across 584 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Pension planning
- **CRD:** 3195875 (https://adviserinfo.sec.gov/individual/summary/3195875)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (1999)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.oderllc.com

## Frequently asked questions

### Is Joshua Oder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Oder Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua charges a percentage of assets.

### Where is Joshua Oder based?

Joshua Oder is based in Woodland Hills, California.

### What does Joshua specialize in?

Joshua's specialties include retirement planning, tax planning, estate & legacy planning and pension planning.

### Is Joshua Oder registered with the SEC?

Yes. Joshua Oder is registered as an investment adviser representative in CA and TX (CRD 3195875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oder Investment Management manage?

Oder Investment Management reports $366.7M across 584 accounts in assets under management.

### How do I contact Joshua Oder?

Through Joshua's website, www.oderllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3195875): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oderllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.