O'brien Financial Planning, Inc.
O'brien Financial Planning, Inc. (CRD# 147401) is a financial advisory firm headquartered in Midlothian, VA. They manage $54,026,000 in 169 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts169ACCOUNTS
Average Account Value$319,680
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)