Oglesby Wealth Strategies, LLC (OWS) offers financial planning services, including full financial plans and hourly consultations. A full financial plan includes a comprehensive evaluation of your current and future financial state. Hourly consultations are for clients who need assistance with individual topics. OWS also provides services to qualified retirement plans as a 3(21) advisor. OWS may recommend third-party managers (TPMs) to manage client portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Full Financial Plan: Up to $2,500, a fixed fee.
- Hourly Consultation Services: $200 per hour.
One-Time Plan:Up to $2,500
Hourly Rate:$200/hr
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