# Brian O'Neill

> Brian O'Neill is a fee-only financial advisor at Winged Wealth Management and Financial Planning LLC in Niceville, Florida, who holds the CFP and EA credentials. Brian charges an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $7,000 a year and one-time plans from $3,000).

Page: https://find.wellspent.co/advisors/brian-oneill/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Winged Wealth Management and Financial Planning LLC
- **Based in:** Niceville, Florida
- **Fee model:** Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $7,000 a year; one-time plans from $3,000; $350 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $61.3M across 418 accounts
- **Credentials:** CFP, EA
- **CRD:** 7295679 (https://adviserinfo.sec.gov/individual/summary/7295679)
- **SEC registration:** Investment adviser representative in AZ, CO, FL, TX, VA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wingedwealth.com

## Frequently asked questions

### Is Brian O'Neill a fee-only financial advisor?

Yes. Brian O'Neill is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

Brian charges an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Brian charge?

According to Winged Wealth Management and Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $7,000 a year; one-time plans from $3,000; $350 an hour; no asset minimum.

### Where is Brian O'Neill based?

Brian O'Neill is based in Niceville, Florida.

### What credentials does Brian O'Neill hold?

Brian O'Neill holds the CFP and EA credentials.

### Is Brian O'Neill registered with the SEC?

Yes. Brian O'Neill is registered as an investment adviser representative in AZ, CO, FL, TX and VA (CRD 7295679), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Winged Wealth Management and Financial Planning LLC manage?

Winged Wealth Management and Financial Planning LLC reports $61.3M across 418 accounts in assets under management.

### How do I contact Brian O'Neill?

Through Brian's website, wingedwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brian-oneill-20626): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.wingedwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.