Firm
Oaktree Wealth Group
Brea, California
Fee-only
Oaktree Wealth Group 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 CFP.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $464,000 (assets it manages divided by its 22 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Brea, California |
|---|---|
| Website | oaktreewealthgroup.com |
| Phone | (949) 514-8588 |
Oaktree Wealth Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Our annual fee ranges from 1.00% to .5%, based upon the value of the account." source
"Our annual fee ranges from 1.00% to .5%, based upon the value of the account." source
"Our annual fee ranges from 1.00% to .5%, based upon the value of the account." source
"This planning fee ranges from $500 to $2,500 depending upon the circumstances and complexity of the plan." source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 12 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 167388 |