Firm
Ocean Advisors
Charlotte, North Carolina
Fee-only
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | oceanadvisors.com |
| Phone | (704) 523-6914 |
Ocean Advisors 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.
| Hourly | $200 an hour |
|---|---|
| How it charges | Hourly · Percentage of assets |
In the firm's words
"When doing stand-alone financial plans, the billing rate is $200 per hour." source
"When doing stand-alone financial plans, the billing rate is $200 per hour." source
"the client pays me a fee based on assets under management" 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 | $55 million |
| Individual clients | 26 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 133124 |