Barry Obrien
O'Brien Asset Management · Eliot, Maine
Barry Obrien is a fee-only financial advisor at O'Brien Asset Management in Eliot, Maine, who holds the CFP credential. O'Brien Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | O'Brien Asset Management |
|---|---|
| Based in | Eliot, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $34.3M across 168 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 2086109 |
| Exams passed | Series 63 (2001) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.obrienam.com |
| Profile |
How Barry's firm compares
- O'Brien Asset Management's average account is about $204,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Barry
Is Barry Obrien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barry holds no broker registration, and O'Brien Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barry charge for financial advice?
Barry's firm, O'Brien Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Barry Obrien based?
Barry Obrien is based in Eliot, Maine.
What credentials does Barry Obrien hold?
Barry Obrien holds the CFP credential.
Is Barry Obrien registered with the SEC?
Yes. Barry Obrien is registered as an investment adviser representative in ME (CRD 2086109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'Brien Asset Management manage?
O'Brien Asset Management reports $34.3M across 168 accounts in assets under management.
How do I contact Barry Obrien?
Through Barry's website, www.obrienam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- O'Brien Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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