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Advisor

Colm Oboyle

O'boyle Wealth Management · Beverly Hills, California

Colm Oboyle is a fee-only financial advisor at O'boyle Wealth Management in Beverly Hills, California. O'boyle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmO'boyle Wealth Management
Based in Beverly Hills, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$443.9M across 1,590 accounts
SEC registration Investment adviser representative in CA · CRD 6385909
Exams passedSeries 65 (2019)
Firm size5 employees
Disclosures None reported
Websitewww.oboylewm.com
LinkedInProfile

How Colm's firm compares

  • O'boyle Wealth Management's average account is about $279,000, from its Form ADV (assets managed divided by 1,590 accounts).

What fee-only advisors charge in California

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Questions about Colm

Is Colm Oboyle a fee-only financial advisor?

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

How does Colm charge for financial advice?

Colm's firm, O'boyle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Colm Oboyle based?

Colm Oboyle is based in Beverly Hills, California.

Is Colm Oboyle registered with the SEC?

Yes. Colm Oboyle is registered as an investment adviser representative in CA (CRD 6385909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does O'boyle Wealth Management manage?

O'boyle Wealth Management reports $443.9M across 1,590 accounts in assets under management.

How do I contact Colm Oboyle?

Through Colm's website, www.oboylewm.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Beverly Hills

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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