Firm
Occidental Asset Management
Burlingame, California
Fee-only
Facts
| Based in | Burlingame, California |
|---|---|
| Website | occidentalasset.com |
| [email protected] | |
| Phone | (650) 344-1600 |
Occidental Asset Management 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Have investable assets of $500,000 or more" source
"Occidental believes wealth management works best as an ongoing relationship, not a one-time engagement" 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 |
|---|---|
| Assets managed | $1.4 billion |
| Individual clients | 945 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 168650 |