Firm
Otium Advisory Group
El Segundo, California
Fee-only
Otium Advisory Group 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 and 25 individual clients, 5 of them high net worth.
- Its average account is about $753,000 (assets it manages divided by its 25 accounts).
- Its hourly rate of $300 is in line with the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | El Segundo, California |
|---|---|
| Website | otiumag.com |
| [email protected] | |
| Phone | (310) 737-8266 |
Otium Advisory Group 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.
| One-time plan | From $1,000 |
|---|---|
| Hourly | $300 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Flat Project" source
"Per hour" source
"No minimum asset or income requirements for either planning or investment management services." 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 | $19 million |
| Individual clients | 20 |
| High-net-worth clients | 5 |
| Accounts managed | 25 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 285173 |