Firm
Oder Investment Management
Woodland Hills, California
Fee-only
Oder Investment Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 180 individual clients, 72 of them high net worth.
- Its average account is about $628,000 (assets it manages divided by its 584 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Woodland Hills, California |
|---|---|
| Website | oderllc.com |
| Phone | (818) 676-0036 |
Oder Investment Management fees
Oder Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $367 million |
| Individual clients | 108 |
| High-net-worth clients | 72 |
| Accounts managed | 584 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-110656) |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 134506 |