O’CONNOR WEALTH PLANNING LLC is a highly respected and trusted financial advisory firm that provides comprehensive wealth management services to its clients. With a team of experienced and knowledgeable advisors, the firm serves as a valuable resource to individuals and families seeking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized advice and solutions based on each client’s unique financial situation.
- Creates customized financial plans to help clients achieve their short-term and long-term financial goals.
- Provides ongoing support and guidance to clients, regularly reassessing their financial plans and making necessary adjustments.
- Constantly monitors the market and keeps clients informed of any changes or potential opportunities.
- Uses a holistic approach to wealth management, taking into account all aspects of a client’s financial life.
Facts and Insights
O’CONNOR WEALTH PLANNING LLC has been in business for over 15 years, and over the years, it has built a strong reputation for delivering exceptional service and results to its clients. The firm has over $500 million in assets under management and employs a team of 10 highly qualified and experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education funding
- Insurance
Client Types
- High-net-worth individuals
- Retirees
- Business owners
- Families
- Young professionals
Fees & Compensation
O’CONNOR WEALTH PLANNING LLC operates on a fee-only basis, meaning that the firm does not receive any commissions or third-party incentives for recommending certain products or services. The firm’s fees are based on a percentage of assets under management, with rates varying depending on the size of the client’s portfolio.
Background
O’CONNOR WEALTH PLANNING LLC was founded in 2005 by Mary O’Connor, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. Mary and her team are dedicated to providing personalized and unbiased financial advice to their clients, and their track record of success speaks for itself.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’CONNOR WEALTH PLANNING LLC is required to disclose any potential conflicts of interest or disciplinary actions to its clients. The firm has a clean record and has never faced any disciplinary actions or legal issues. Additionally, the firm’s advisors are all required to adhere to the fiduciary standard, meaning that they must act in the best interests of their clients at all times.