Firm
Pacific Oak Financial Planning
Woodland Hills, California
Fee-only
Pacific Oak Financial 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 10 individual clients.
- Its average account is about $321,000 (assets it manages divided by its 24 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Woodland Hills, California |
|---|---|
| Website | pacoakwealth.com |
| Phone | (818) 208-8686 |
Pacific Oak Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $3,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"plus $1,500 to $6,250 per quarter" source
"generally ranging from $3,000 to $12,500 upfront" source
"We charge for Wealth Management on a fixed-fee basis" source
"generally ranging from $3,000 to $12,500 upfront" 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 | $8 million |
| Individual clients | 10 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 226649 |