Kevin O'Hanlon
Rockford Financial Planning LLC · Wilmington, Delaware
Kevin O'Hanlon is a fee-only financial advisor at Rockford Financial Planning LLC in Wilmington, Delaware, who holds the CFP credential. Kevin focuses on small business owners and family wealth transfer. Rockford Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Rockford Financial Planning LLC |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $79.7M across 445 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, MD, PA · CRD 4427111 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | rockfordfinancialplanning.com |
How Kevin's firm compares
- Rockford Financial Planning LLC's average account is about $179,000, from its Form ADV (assets managed divided by 445 accounts).
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Questions about Kevin
Is Kevin O'Hanlon a fee-only financial advisor?
Yes. Kevin O'Hanlon is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin's firm, Rockford Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Kevin work with clients virtually?
Yes. Rockford Financial Planning LLC says on its website that it works with clients remotely.
Where is Kevin O'Hanlon based?
Kevin O'Hanlon is based in Wilmington, Delaware.
What does Kevin specialize in?
Kevin's specialties include small business owners and family wealth transfer. Kevin works with multi-generational families.
What credentials does Kevin O'Hanlon hold?
Kevin O'Hanlon holds the CFP credential.
Is Kevin O'Hanlon registered with the SEC?
Yes. Kevin O'Hanlon is registered as an investment adviser representative in DE, MD and PA (CRD 4427111), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rockford Financial Planning LLC manage?
Rockford Financial Planning LLC reports $79.7M across 445 accounts in assets under management.
How do I contact Kevin O'Hanlon?
Through Kevin's website, rockfordfinancialplanning.com.
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
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Rockford Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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