Erin O'Shea
17 Capital Partners · Phoenix, Arizona
Erin O'Shea is a fee-only financial advisor at 17 Capital Partners in Phoenix, Arizona. 17 Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Erin →
Facts
| Firm | 17 Capital Partners |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $246.4M across 416 accounts |
| SEC registration | Investment adviser representative in CA, MI, NE, NH, TX · CRD 8041559 |
| Exams passed | Series 63 (2025) · Series 66 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.jennabiancavilla.com |
How Erin's firm compares
- 17 Capital Partners's average account is about $592,000, from its Form ADV (assets managed divided by 416 accounts).
Request an introduction to Erin
Tell Erin a little about what you're looking for. Erin 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 Erin
Is Erin O'Shea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin holds no broker registration, and 17 Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erin charge for financial advice?
Erin's firm, 17 Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Erin O'Shea based?
Erin O'Shea is based in Phoenix, Arizona.
Is Erin O'Shea registered with the SEC?
Yes. Erin O'Shea is registered as an investment adviser representative in CA, MI, NE, NH and TX (CRD 8041559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 17 Capital Partners manage?
17 Capital Partners reports $246.4M across 416 accounts in assets under management.
How do I contact Erin O'Shea?
Through Erin's website, www.jennabiancavilla.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
- 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.
See something wrong? Request a correction. Read our methodology.