Brian O'Neill
Winged Wealth Management and Financial Planning LLC · Niceville, Florida
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).
Request an introduction to Brian →
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 |
| Assets under management | $61.3M across 418 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in AZ, CO, FL, TX, VA · CRD 7295679 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wingedwealth.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $7,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $350, above the Florida median of $300 for fee-only firms that publish prices.
- Winged Wealth Management and Financial Planning LLC's average account is about $147,000, from its Form ADV (assets managed divided by 418 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Winged Wealth Management and Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.