Olivehurst Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Olivehurst Advisors LLC is a fee-only registered investment adviser that serves individuals, high net-worth clients, and business entities with investment management and both personal and business financial planning. The firm offers planning on either a project basis or through ongoing engagements and also provides retirement-plan design and implementation for self-employed clients.
Its investment approach emphasizes Modern Portfolio Theory and primarily uses passive investment vehicles while selectively incorporating active managers and technical or cyclical analysis where the firm deems appropriate; portfolio construction considers tax efficiency, underlying fund holdings, and liquidity. For business-owner clients, Olivehurst integrates business-focused planning (entity structure, succession and exit planning, cash-flow and KPI analysis) directly into personal financial and retirement strategies.
Notable characteristics for this firm include its recent formation and very small scale: as of June 30, 2026, the firm reported no assets under management and had two clients, indicating a practice currently centered on planning engagements rather than asset custody. The sole principal holds multiple advanced credentials (CFA, CFP, CMA, TPCP) and maintains a separate CFO consulting business, which informs the firm’s emphasis on business financial planning and creates a cross-referral dynamic; Olivehurst also maintains institutional custody relationships with Charles Schwab and a digital platform relationship with Altruist.
Client services
Expertise
Occupation focus
Fee options
Fixed fee rates up to $10,000 for personal financial planning and up to $30,000 for business financial planning.
$0 - $3,000,000: 0.75% $3,000,001+: 0.50%
Up to $300 per hour for project-based financial planning.
Ongoing personal financial planning fees up to $2,500 upfront and up to $2,500 per quarter; ongoing business financial planning fees up to $5,000 per month billed monthly.
Account minimum: $100,000 Fee-only: Fees based on percentage of AUM for investment management and fixed or hourly fees for financial planning services.
Main office
Roseville CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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