OWL and ORE Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Owl and Ore Wealth Planning provides personalized financial planning, insurance planning, and discretionary investment management for individuals, families, related entities, trusts and estates, and small businesses. The firm works with both non‑high‑net‑worth and high‑net‑worth households and addresses a wide range of planning topics including retirement, equity income, legacy planning, education funding, and business succession.
The firm’s investment approach is based on strategic asset allocation and modern portfolio theory, emphasizing globally diversified, multi‑asset portfolios that primarily use passively managed ETFs and index funds, with active funds, individual securities, and options used when appropriate. Portfolios are tailored to clients’ stated goals, time horizons, and risk tolerances, and the firm provides implementation, ongoing rebalancing, periodic reviews, and written meeting summaries with action items after each review.
Compared with many solo independent advisers, the firm publishes periodic newsletters and distributes insights via email and social media, and its materials note that associates contribute articles—features that extend communication beyond standard client reporting. The brochure also documents the firm’s continuity (operating since 2016 under a prior name) and its management of discretionary assets, which together may be notable for a single‑adviser practice.
Client services
Expertise
Fee options
Financial planning onboarding fee of $2,000 and annual financial planning service fee of $4,800 (or $400/month).
$0+: 0.6% annually (0.05% monthly) $0+: 0.05% monthly
Fee-only: Comprehensive Financial Planning: $2,000 onboarding fee; $4,800 annually (can be paid as $2,000 upon signing and $2,000 at six months, or $400/month) with a 12-month minimum commitment.
Main office
3478 Buskirk Ave #1000
Pleasant Hill CA 94523
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Blue Sky Financial Group · Gorski, Gregory Alexander · Owl And Ore LLC · Owl And Ore Wealth Planning
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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