# Y Shih

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

Page: https://find.wellspent.co/advisors/y-shih/
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:** 6806755 (https://adviserinfo.sec.gov/individual/summary/6806755)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2020), Series 65 (2020)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.oderllc.com

## Frequently asked questions

### Is Y Shih a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Y 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 Y charge for financial advice?

Y charges a percentage of assets.

### Where is Y Shih based?

Y Shih is based in Woodland Hills, California.

### What does Y specialize in?

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

### Is Y Shih registered with the SEC?

Yes. Y Shih is registered as an investment adviser representative in CA (CRD 6806755), 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 Y Shih?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6806755): 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.