OWL and ORE Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,315,785
Clients
71
34% 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
71
Very HighAverage account size
$807,265
About
Owl and Ore Wealth Planning provides personalized financial planning, insurance planning, and discretionary investment management for individuals, families, related entities, trusts and estates, and small businesses. The firm works with both non‑high‑net‑worth and high‑net‑worth households and addresses a wide range of planning topics including retirement, equity income, legacy planning, education funding, and business succession.
The firm’s investment approach is based on strategic asset allocation and modern portfolio theory, emphasizing globally diversified, multi‑asset portfolios that primarily use passively managed ETFs and index funds, with active funds, individual securities, and options used when appropriate. Portfolios are tailored to clients’ stated goals, time horizons, and risk tolerances, and the firm provides implementation, ongoing rebalancing, periodic reviews, and written meeting summaries with action items after each review.
Compared with many solo independent advisers, the firm publishes periodic newsletters and distributes insights via email and social media, and its materials note that associates contribute articles—features that extend communication beyond standard client reporting. The brochure also documents the firm’s continuity (operating since 2016 under a prior name) and its management of discretionary assets, which together may be notable for a single‑adviser practice.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
Business succession planning
Fee options
Financial planning onboarding fee of $2,000 and annual financial planning service fee of $4,800 (or $400/month).
$0+: 0.6% annually (0.05% monthly) $0+: 0.05% monthly
Fee-only: Comprehensive Financial Planning: $2,000 onboarding fee; $4,800 annually (can be paid as $2,000 upon signing and $2,000 at six months, or $400/month) with a 12-month minimum commitment.
Main office location
OWL and ORE Wealth Planning
3478 Buskirk Ave #1000
Pleasant Hill CA 94523, United States
Number of offices
1
Most active in
OWL and ORE Wealth Planning has reported serving >5 clients in these states in the last 12 months.
California · Texas
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 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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