Firm
Owl & Ore Wealth Planning
Pleasant Hill, California
Fee-only
Owl & Ore Wealth Planning 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 71 individual clients, 24 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 289 accounts).
- Its ongoing planning fee starts at $7,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pleasant Hill, California |
|---|---|
| Website | owlandore.com |
| [email protected]. | |
| Phone | (925) 719-9297 |
Owl & Ore Wealth Planning 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.
| Ongoing planning | From $7,000 a year |
|---|---|
| Asset-based fee | 0.7% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$7,000 Annual Fee Paid Semiannually ($3,500) or Monthly ($584)" source
"0.7% on assets up to $1,000,000" source
"$7,000 Annual Fee Paid Semiannually ($3,500) or Monthly ($584)" 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 · Fixed fees |
|---|---|
| Assets managed | $57 million |
| Individual clients | 47 |
| High-net-worth clients | 24 |
| Accounts managed | 289 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 283734 |