# Kevin O'Brien

> Kevin O'Brien is a fee-only financial advisor at Wise Planning in Belle Mead, New Jersey, who holds the CFP credential. Kevin charges an ongoing planning fee (ongoing planning from $3,000 a year).

Page: https://find.wellspent.co/advisors/kevin-o-brien/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wise Planning
- **Based in:** Belle Mead, New Jersey
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $610.3M across 805 accounts
- **Credentials:** CFP
- **CRD:** 6273183 (https://adviserinfo.sec.gov/individual/summary/6273183)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.wiseplanning.com/

## Frequently asked questions

### Is Kevin O'Brien a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Wise Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin charges an ongoing planning fee.

### How much does Kevin charge?

According to Wise Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year.

### Does Kevin work with clients virtually?

Yes. Wise Planning says on its website that it works with clients remotely.

### Where is Kevin O'Brien based?

Kevin O'Brien is based in Belle Mead, New Jersey.

### What credentials does Kevin O'Brien hold?

Kevin O'Brien holds the CFP credential.

### Is Kevin O'Brien registered with the SEC?

Yes. Kevin O'Brien is registered as an investment adviser representative in WA (CRD 6273183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wise Planning manage?

Wise Planning reports $610.3M across 805 accounts in assets under management.

### How do I contact Kevin O'Brien?

Through Kevin's website, www.wiseplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6273183): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wiseplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.