Kerry O'Brien
BeingFit Financial, LLC · Walpole, Massachusetts
Kerry O'Brien is a fee-only financial advisor at BeingFit Financial, LLC in Walpole, Massachusetts, who holds the CFP and EA credentials. BeingFit Financial, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BeingFit Financial, LLC |
|---|---|
| Based in | Walpole, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.2M across 69 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 5577494 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kerry's firm compares
- BeingFit Financial, LLC's average account is about $163,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Kerry
Is Kerry O'Brien a fee-only financial advisor?
Yes. Kerry O'Brien is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kerry's firm.
How does Kerry charge for financial advice?
Kerry's firm, BeingFit Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kerry O'Brien based?
Kerry O'Brien is based in Walpole, Massachusetts.
What credentials does Kerry O'Brien hold?
Kerry O'Brien holds the CFP and EA credentials.
Is Kerry O'Brien registered with the SEC?
Yes. Kerry O'Brien is registered as an investment adviser representative in MA, NY and TX (CRD 5577494), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does BeingFit Financial, LLC manage?
BeingFit Financial, LLC reports $11.2M across 69 accounts in assets under management.
How do I contact Kerry O'Brien?
Contact details aren't on file yet. Search for BeingFit Financial, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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