Kevin O'Brien
Wise Planning · Belle Mead, New Jersey
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).
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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 |
| Assets under management | $610.3M across 805 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6273183 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wiseplanning.com |
| Profile |
How Kevin's firm compares
- Ongoing planning starts at $3,000 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- Wise Planning's average account is about $758,000, from its Form ADV (assets managed divided by 805 accounts).
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Questions about Kevin
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.
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
- Wise Planning 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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