Double Bay Management & Planning

Double Bay Management & Planning at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 32 individual clients, 23 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 100 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Double Bay Management & Planning fees

Double Bay Management & Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Harry Oxley

  CFA