Juliana O'Neill
Tesfaye O'neill Financial · Alexandria, Virginia
Juliana O'Neill is a fee-only financial advisor at Tesfaye O'neill Financial in Alexandria, Virginia. Tesfaye O'neill Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tesfaye O'neill Financial |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| SEC registration | Investment adviser representative in MD, VA · CRD 7603705 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tandalaw.com |
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Questions about Juliana
Is Juliana O'Neill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juliana holds no broker registration, and Tesfaye O'neill Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juliana charge for financial advice?
Juliana's firm, Tesfaye O'neill Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Juliana O'Neill based?
Juliana O'Neill is based in Alexandria, Virginia.
Is Juliana O'Neill registered with the SEC?
Yes. Juliana O'Neill is registered as an investment adviser representative in MD and VA (CRD 7603705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Juliana O'Neill?
Through Juliana's website, www.tandalaw.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.
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