# Christina O'Bryan

> Christina O'Bryan is a fee-only financial advisor at Beacon Asset Management in Owensboro, Kentucky, who holds the CFP credential. Christina focuses on tax planning and estate & legacy planning. Beacon Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christina-o-bryan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beacon Asset Management
- **Based in:** Owensboro, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.0M across 226 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 2134919 (https://adviserinfo.sec.gov/individual/summary/2134919)
- **SEC registration:** Investment adviser representative in KY, TX
- **Exams passed:** Series 63 (1991)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.beaconassetmanagement.com

## Frequently asked questions

### Is Christina O'Bryan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Beacon Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christina charge for financial advice?

Christina's firm, Beacon Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Christina O'Bryan based?

Christina O'Bryan is based in Owensboro, Kentucky.

### What does Christina specialize in?

Christina's specialties include tax planning and estate & legacy planning.

### What credentials does Christina O'Bryan hold?

Christina O'Bryan holds the CFP credential.

### Is Christina O'Bryan registered with the SEC?

Yes. Christina O'Bryan is registered as an investment adviser representative in KY and TX (CRD 2134919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Asset Management manage?

Beacon Asset Management reports $36.0M across 226 accounts in assets under management.

### How do I contact Christina O'Bryan?

Through Christina's website, www.beaconassetmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2134919): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.beaconassetmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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