Olivehurst Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% 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
2
Very LowAverage account size
$0
About
Olivehurst Advisors LLC is a fee-only registered investment adviser that provides discretionary investment management and both personal and business financial planning to individuals, high‑net‑worth clients, and business entities. Services are offered either as project-based engagements or as ongoing planning relationships alongside portfolio management.
The firm builds portfolios using a mix of passive and active strategies informed by modern portfolio theory, setting asset-allocation targets and adjusting investments based on client objectives, risk tolerance, and tax considerations. Financial planning emphasizes integration between personal and business finances for owners and executives, with modular business planning services that cover items such as succession, cash‑flow analysis, retirement plan design, entity structure, and key performance indicator tracking.
Distinctive features include a very small client base and no reported assets under management as of the latest filing, and a recent founding as a single‑advisor practice where the principal also devotes a substantial portion of time to an external CFO/consulting business. The firm’s principal holds multiple professional credentials (CFA, CFP, CMA, and a tax‑planning designation), the adviser operates on a fee‑only basis without commissionable product sales, and the firm may tailor planning arrangements — including waivers of ongoing planning fees after clients establish managed assets — on a case‑by‑case basis.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Tax strategies for small businesses
Cash flow / budgeting
Entity structure planning (LLC, S-Corp)
Occupation focus
Founder/Business Owner
Fee options
Up to $10,000 fixed fee for Project-Based Personal Financial Planning; up to $30,000 fixed fee for Project-Based Business Financial Planning; upfront fee up to $2,500 for Ongoing Personal Financial Planning.
$0 - $3,000,000: 0.75% $3,000,001+: 0.50%
$300/hour for Project-Based Financial Planning.
Ongoing Personal Financial Planning billed quarterly up to $2,500 per quarter; Ongoing Business Financial Planning billed monthly up to $5,000 per month.
Account minimum: $100,000 Fee-only: Investment Management fees are negotiable based on assets. Financial Planning fees are fixed or hourly as described.
Main office location
Olivehurst Advisors LLC
Roseville CA, United States
Number of offices
1
Most active in
Olivehurst Advisors LLC 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:
-
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.
-
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.
-
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
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