Kevin O'Conner
C.W. O'conner Wealth Advisors · Duluth, Georgia
Kevin O'Conner is a fee-only financial advisor at C.W. O'conner Wealth Advisors in Duluth, Georgia, who holds the ChFC credential. C.W. O'conner Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | C.W. O'conner Wealth Advisors |
|---|---|
| Based in | Duluth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $264.6M across 464 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in GA · CRD 7747193 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cwoconner.com |
How Kevin's firm compares
- C.W. O'conner Wealth Advisors's average account is about $570,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Kevin
Is Kevin O'Conner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and C.W. O'conner Wealth Advisors 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's firm, C.W. O'conner Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin O'Conner based?
Kevin O'Conner is based in Duluth, Georgia.
What credentials does Kevin O'Conner hold?
Kevin O'Conner holds the ChFC credential.
Is Kevin O'Conner registered with the SEC?
Yes. Kevin O'Conner is registered as an investment adviser representative in GA (CRD 7747193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does C.W. O'conner Wealth Advisors manage?
C.W. O'conner Wealth Advisors reports $264.6M across 464 accounts in assets under management.
How do I contact Kevin O'Conner?
Through Kevin's website, www.cwoconner.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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