O'reilly Wealth Advisors

O'reilly Wealth Advisors (CRD# 141789) is a financial advisory firm headquartered in Carlsbad, CA. They manage $12,000,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $521,739
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at O'reilly Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
John J. O'Reilly
CRD#: 5212515
P.o. Box 130820, Carlsbad, CA 92013
103
Wealthminder
score

John O'Reilly (CRD# 5212515) is the owner and founder of the registrered investment advisory firm O'Reilly Wealth Advisors LLC (OWA) in Carlsbad, CA and has over 9 years of experience in the financial services industry.

 

The firm provides holistic financial planning advice and assistance with executing the advice. John designed the firm from the ground up to give clients the highest probability of achieving their tangible financial goals.

 

John conducts regular meetings with a third party CFP and the clients' own CPA collaboratively developing the advice which then contains the collective wisdom of three independent experts.

 

OWA utilizes the concepts of evidence-based investing utlizing primarily DFA funds.

 

OWA will provide investing-only if desired without planning.

 

The firm also provides 401(k) services, utilizing the ERISA Section 3(38) advisor model that comes with investment advice at the plan sponsor and participant levels.

 

 

 

 

2
Benjamin K. Talley
CRD#: 6438660
6221 Paseo Alta Rico, Carlsbad, CA 92009
87
Wealthminder
score

Benjamin Talley (CRD# 6438660) is an Investment Advisor Representative working at O'reilly Wealth Advisors in Carlsbad, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.