Advisor at OIC Financial
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Matthew Oberdorfer is a financial advisor at OIC Financial with one year of industry experience and holds a Series 65 designation. He has worked as an airline pilot since 2018 and serves as a Lieutenant Colonel in the United States Marine Corps Reserve. OIC Financial is an independent firm that provides fee-only financial planning, investment management, and coaching to individual investors, business owners, and institutional clients. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates planning across market accounts and real estate holdings, offering customized services at a boutique scale.
Based on OIC Financial
Based on OIC Financial
Financial Planning upfront fees: $400 for singles, $600 for couples; Financial Fitness upfront setup fee: $300 for singles, $400 for couples; Educational seminars/speaking engagements: $0 to $5,000 per seminar.
Portfolio Checkups: $500 per hour
Account minimum: $10,000 (may be reduced or waived on a case-by-case basis) Fee-only: Financial Planning fees: Upfront one-time fee for singles is $400, couples $600; ongoing monthly fee singles $250, couples $300. Financial Fitness fees: Upfront setup fee singles $300, couples $400; ongoing monthly fee singles $75, couples $100. Investment Management fees: Flat fee of 1.00% AUM (0.75% for Financial Planning clients). Portfolio Checkups: $500 per hour. Add-on services and educational fees also apply.
153 N. High St
Gahanan, OH 43230
Florida · Ohio
The OIC Advisory LLC
2024 - Present (2 years)
Spirit Airlines
2018 - Present (8 years)
United States Marine Corps Reserve
2001 - Present (25 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
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