John O'Brien
O'Brien Capital Management · Nyack, New York
John O'Brien is a fee-only financial advisor at O'Brien Capital Management in Nyack, New York, who holds the CFP credential. John charges hourly fees and a one-time planning fee and focuses on retirement planning and divorce financial planning.
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Specialties
Facts
| Firm | O'Brien Capital Management |
|---|---|
| Based in | Nyack, New York |
| Fee model | Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $40.6M across 99 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 1700706 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.obriencm.com |
How John's firm compares
- O'Brien Capital Management's average account is about $410,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about John
Is John O'Brien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and O'Brien Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges hourly fees and a one-time planning fee.
Where is John O'Brien based?
John O'Brien is based in Nyack, New York.
What does John specialize in?
John's specialties include retirement planning and divorce financial planning.
What credentials does John O'Brien hold?
John O'Brien holds the CFP credential.
Is John O'Brien registered with the SEC?
Yes. John O'Brien is registered as an investment adviser representative in NY and TX (CRD 1700706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'Brien Capital Management manage?
O'Brien Capital Management reports $40.6M across 99 accounts in assets under management.
How do I contact John O'Brien?
Through John's website, www.obriencm.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
- O'Brien Capital Management 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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