Eric OBrien
Nadler Financial Group · Deerfield, Illinois
Eric OBrien is a fee-only financial advisor at Nadler Financial Group in Deerfield, Illinois, who holds the CFP credential. Eric focuses on retirement planning, tax planning and estate & legacy planning. Nadler Financial Group reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Nadler Financial Group |
|---|---|
| Based in | Deerfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.18B across 3,212 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7780220 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.nadlerfinancial.com |
How Eric's firm compares
- Nadler Financial Group's average account is about $680,000, from its Form ADV (assets managed divided by 3,212 accounts).
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Questions about Eric
Is Eric OBrien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Nadler Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Nadler Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Eric OBrien based?
Eric OBrien is based in Deerfield, Illinois.
What does Eric specialize in?
Eric's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Eric OBrien hold?
Eric OBrien holds the CFP credential.
Is Eric OBrien registered with the SEC?
Yes. Eric OBrien is registered as an investment adviser representative in IL (CRD 7780220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nadler Financial Group manage?
Nadler Financial Group reports $2.18B across 3,212 accounts in assets under management.
How do I contact Eric OBrien?
Through Eric's website, www.nadlerfinancial.com.
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
- Nadler Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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