Oberdorfer Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,582,863
Clients
6
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$763,811
About
Oberdorfer Financial provides investment management and financial planning to a small roster of individual and institutional clients, including business owners and corporate or municipal entities. The firm manages roughly $4.6 million in client assets and offers both ongoing services and a-la-carte engagements such as portfolio checkups.
Its investment process emphasizes asset-allocation principles (including modern portfolio theory) and a blend of passive and active strategies, with portfolios that may include stocks, bonds, mutual funds, ETFs and cryptocurrencies. Financial planning work is designed to integrate held-away market assets and real estate, and the firm offers a business-wealth planning path that models business finances alongside personal financial goals.
Noteworthy aspects disclosed in the brochure include recurring financial education workshops and seminars delivered to business owners’ workforces (including group Q&A and employer-subscribed workshop calendars), a service uncommon among peers. The firm also discloses the principal’s outside activities in real estate and private investments and uses third‑party platform relationships (including participation in the Altruist model marketplace and a required custodial platform), with those affiliations and related conflicts addressed through disclosure and client choice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Real estate investing
Business ownership considerations
Occupation focus
Airline Pilot
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Gen X (Born 1965-1980)
Fee options
Financial Planning upfront fees: Silver $600 one-time; Gold $600 initial plus $600 at plan delivery. Financial Workshops $10-$20 per employee per month. Educational Seminars $0 to $5,000 per seminar.
$0 - $999,999: 1.00% annually $1,000,000+: 0.75% annually
$500 per hour for Portfolio Checkups.
Ongoing financial planning quarterly fees based on tiered schedule ranging from $3,000 to $25,000 annually, billed quarterly in advance.
Account minimum: $10,000 Fee-only: Financial planning services are fee-only with fixed upfront and ongoing quarterly fees; no commissions are charged.
Main office location
Oberdorfer Financial
Blacklick OH, United States
Number of offices
2
Most active in
Oberdorfer Financial has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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