Joseph Ohara
O'hara Wealth Management · Port Jefferson Station, New York
Joseph Ohara is a fee-only financial advisor at O'hara Wealth Management in Port Jefferson Station, New York, who holds the PFS credential. O'hara Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | O'hara Wealth Management |
|---|---|
| Based in | Port Jefferson Station, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.4M across 30 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NY · CRD 6950102 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- O'hara Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Joseph
Is Joseph Ohara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and O'hara Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, O'hara Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Ohara based?
Joseph Ohara is based in Port Jefferson Station, New York.
What credentials does Joseph Ohara hold?
Joseph Ohara holds the PFS credential.
Is Joseph Ohara registered with the SEC?
Yes. Joseph Ohara is registered as an investment adviser representative in NY (CRD 6950102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'hara Wealth Management manage?
O'hara Wealth Management reports $6.4M across 30 accounts in assets under management.
How do I contact Joseph Ohara?
Contact details aren't on file yet. Search for O'hara Wealth Management.
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.
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