Firm
Olhoeft Financial
San Juan Capistrano, California
Fee-only
Olhoeft Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 32 individual clients, 20 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 52 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Juan Capistrano, California |
|---|---|
| Website | olhoeftfinancial.com |
| Phone | (949) 489-0136 |
Olhoeft Financial fees
Olhoeft Financial 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 12 |
| High-net-worth clients | 20 |
| Accounts managed | 52 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 139870 |