Lucas Franco
Oder Investment Management · Woodland Hills, California
Lucas Franco is a fee-only financial advisor at Oder Investment Management in Woodland Hills, California. Lucas charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Oder Investment Management |
|---|---|
| Based in | Woodland Hills, California |
| Fee model | Percentage of assets |
| Assets under management | $366.7M across 584 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4949221 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.oderllc.com |
How Lucas's firm compares
- Oder Investment Management's average account is about $628,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Lucas
Is Lucas Franco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas 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 Lucas charge for financial advice?
Lucas charges a percentage of assets.
Where is Lucas Franco based?
Lucas Franco is based in Woodland Hills, California.
What does Lucas specialize in?
Lucas's specialties include retirement planning, tax planning, estate & legacy planning and pension planning.
Is Lucas Franco registered with the SEC?
Yes. Lucas Franco is registered as an investment adviser representative in CA (CRD 4949221), 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 Lucas Franco?
Through Lucas's website, www.oderllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Oder Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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