Brian Orourke
O'rourke & Company · Boston, Massachusetts
Brian Orourke is a fee-only financial advisor at O'rourke & Company in Boston, Massachusetts. O'rourke & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | O'rourke & Company |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $555.1M across 738 accounts |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 1030442 |
| Exams passed | Series 63 (1982) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
How Brian's firm compares
- O'rourke & Company's average account is about $752,000, from its Form ADV (assets managed divided by 738 accounts).
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Questions about Brian
Is Brian Orourke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and O'rourke & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, O'rourke & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Orourke based?
Brian Orourke is based in Boston, Massachusetts.
Is Brian Orourke registered with the SEC?
Yes. Brian Orourke is registered as an investment adviser representative in FL, MA and TX (CRD 1030442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does O'rourke & Company manage?
O'rourke & Company reports $555.1M across 738 accounts in assets under management.
How do I contact Brian Orourke?
Contact details aren't on file yet. Search for O'rourke & Company.
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
- 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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