O
OLMA Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,640,652
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
7
14% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$520,093
About
The firm provides discretionary investment management and a range of financial planning services to individual clients and, less commonly for a firm of this size, to corporations and pension or profit‑sharing plans. Offerings include ongoing portfolio management, project‑based and comprehensive financial planning, retirement planning, employee benefits optimization, and business‑planning consulting.
The investment approach is primarily passive, constructing portfolios from index mutual funds and ETFs guided by asset‑allocation targets and Modern Portfolio Theory, while also drawing on fundamental, technical, cyclical and charting analysis when performing investment analyses. The firm may recommend third‑party managers for discretionary management and conducts periodic account reviews to align portfolios with client objectives and risk tolerances.
What is distinctive is the firm’s combination of small, direct advisory operations with services targeted to businesses and employer plans and a related tax/preparation business operated by the principal, which can enable more integrated tax and planning work than typically found at solo independent advisers. The firm also discloses it receives compensation directly from clients rather than commissions on product sales, reflecting a fee‑based model alongside its uncommon focus on corporate and plan clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
Project-based financial planning fixed fees ranging from $1,500 to $12,000, half due at start (non-refundable), remainder upon completion
$100,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $10,000,000: 0.80% $10,000,001+: 0.50%
Hourly financial planning engagements at $350 to $750 per hour, plus non-refundable $350 deposit
Ongoing financial planning fees paid monthly or quarterly ranging from $208.33 to $1,000 per month ($625 to $3,000 per quarter; $2,500 to $12,000 per year), with upfront charge of $2,500 or 40% of total fee, whichever is greater
Account minimum: $100,000 Minimum fee: Annual minimum fee of $4,500 for financial planning services Fee-only: Financial planning fees based on percentage of income (1% to 3%) or fixed/project-based fees ranging from $1,500 to $12,000; hourly fees $350 to $750 per hour
Main office location
OLMA Advisors
16185 Los Gatos Blvd, Suite 205
Los Gatos CA 95032, United States
Number of offices
1
Most active in
OLMA Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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