OLMA Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,640,652
Clients
7
Advisors
1
of 1 employees
About
The firm provides discretionary investment management and a range of financial planning services to individual clients and, less commonly for a firm of this size, to corporations and pension or profit‑sharing plans. Offerings include ongoing portfolio management, project‑based and comprehensive financial planning, retirement planning, employee benefits optimization, and business‑planning consulting.
The investment approach is primarily passive, constructing portfolios from index mutual funds and ETFs guided by asset‑allocation targets and Modern Portfolio Theory, while also drawing on fundamental, technical, cyclical and charting analysis when performing investment analyses. The firm may recommend third‑party managers for discretionary management and conducts periodic account reviews to align portfolios with client objectives and risk tolerances.
What is distinctive is the firm’s combination of small, direct advisory operations with services targeted to businesses and employer plans and a related tax/preparation business operated by the principal, which can enable more integrated tax and planning work than typically found at solo independent advisers. The firm also discloses it receives compensation directly from clients rather than commissions on product sales, reflecting a fee‑based model alongside its uncommon focus on corporate and plan clients.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees ranging from $1,500 to $12,000, half due at start (non-refundable), remainder upon completion
$100,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $10,000,000: 0.80% $10,000,001+: 0.50%
Hourly financial planning engagements at $350 to $750 per hour, plus non-refundable $350 deposit
Ongoing financial planning fees paid monthly or quarterly ranging from $208.33 to $1,000 per month ($625 to $3,000 per quarter; $2,500 to $12,000 per year), with upfront charge of $2,500 or 40% of total fee, whichever is greater
Account minimum: $100,000 Minimum fee: Annual minimum fee of $4,500 for financial planning services Fee-only: Financial planning fees based on percentage of income (1% to 3%) or fixed/project-based fees ranging from $1,500 to $12,000; hourly fees $350 to $750 per hour
Main office
16185 Los Gatos Blvd, Suite 205
Los Gatos CA 95032
Advisors at this office
1
Most active in
California
Also doing business as
Olma Advisors · Olma Financial · Olma Financial 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")