Firm
Olivehurst Advisors LLC
Roseville, California
Fee-only
Olivehurst Advisors LLC 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.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Roseville, California |
|---|---|
| Website | olivehurstadvisors.com |
| [email protected] | |
| Phone | (917) 994-0360 |
Olivehurst Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"My annual fee starts at 0.75% for the first $3 million under management" source
"The minimum account size requirement is $100,000 which may be reduced or waived on a case-by-case basis." source
"My annual fee starts at 0.75% for the first $3 million under management" source
"I am also available to work on an hourly or project basis" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 328287 |