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).
Current Firm Details
O'brien Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts169ACCOUNTS
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Average Account Value$319,680
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at O'brien Financial Planning, Inc.
No Advisor Found.
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