How does the advisor help clients – Key Takeaways:
O’REILLY WEALTH COACHING LLC is a leading financial coaching firm that helps clients achieve financial success through personalized strategies and expert advice. The firm focuses on empowering individuals and families to make smart financial decisions and create a secure financial future.
Facts and Insights
O’REILLY WEALTH COACHING LLC was founded in 2001 by John O’Reilly, a highly experienced financial expert with over 25 years of experience in the industry. With a team of skilled advisors, the firm has been able to achieve significant results and build a strong reputation in the financial services sector.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 12 |
| 2002 | $750 million | 15 |
| 2003 | $1 billion | 17 |
Financial Services Offered
O’REILLY WEALTH COACHING LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning and analysis
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance products
Client Types
O’REILLY WEALTH COACHING LLC serves a diverse client base that includes individuals, families, and small business owners. The firm works closely with each client to understand their unique financial goals and create customized strategies to help them achieve these goals.
Fees & Compensation
O’REILLY WEALTH COACHING LLC operates on a fee-only structure. This means that the firm does not receive any commissions or compensation from third parties, ensuring that the recommendations and advice given to clients is unbiased and in their best interest. The firm’s fee structure is based on a percentage of assets under management, with fees ranging from 0.75% to 1.50%.
Background
The founder and CEO of O’REILLY WEALTH COACHING LLC, John O’Reilly, has extensive experience in the financial services industry. He has held various leadership roles in different financial firms before starting his own company. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
O’REILLY WEALTH COACHING LLC maintains the highest ethical standards and adheres to all regulatory requirements. The firm has a clean record with no disciplinary actions or complaints against it or its advisors. Clients can rest assured that their financial well-being is the top priority for the firm and its advisors.