Oberdorfer Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oberdorfer Financial provides investment management, comprehensive financial planning, and employer‑sponsored retirement-plan advisory services to individuals, high‑net‑worth clients, business owners, and plan sponsors. Like many independent advisers, the firm is fee‑only and commonly uses AUM‑based pricing while also offering one‑time consultations, portfolio checkups, and planning deliverables.
The firm’s approach blends asset‑allocation frameworks and a mix of passive and active investment selections with scenario and risk‑based planning, incorporating held‑away accounts, real estate, and digital assets into clients’ overall plans; investment management can be delivered on a discretionary basis. It also offers a bundled Flat Fee 360 engagement that combines investment management with personal wealth planning, business wealth planning, and real estate strategy under a single annual fixed fee.
Several features are uncommon for a small independent adviser: the firm regularly provides educational seminars and speaking engagements and delivers employer‑sponsored retirement plan services including standalone plans, PEPs/MEPs and the ability to serve in fiduciary roles under ERISA when engaged. The firm additionally integrates real estate strategy into planning (the principal maintains a separate real estate business and may provide brokerage services under a separate agreement) and advises on alternative assets such as cryptocurrencies, disclosures that highlight potential conflicts of interest and higher‑risk asset considerations.
Client services
Expertise
Occupation focus
Fee options
Flat Fee 360: $12,000 per year (includes Investment Management, 401(k) services, Financial, Business & Real Estate Planning). Also, Financial Consultations generally $100 to $500 fixed fee.
<$1,000,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
$500 per hour for One-Time Financial Plans and Portfolio Checkups.
Account minimum: $100,000 Fee-only: Fee-only firm; no commissions or sales-related compensation.
Main office
Blacklick OH, United States
Most active in
Florida · Ohio
Also doing business as
Arena Investor · Oberdorfer Financial · Oic Financial · The Oic Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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