# Kristine O'Brien

> Kristine O'Brien is a fee-only financial advisor at Wealth Transitions Financial Planning in Cincinnati, Ohio. Kristine focuses on retirement planning. Wealth Transitions Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wealth Transitions Financial Planning
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $45.7M across 127 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 2340429 (https://adviserinfo.sec.gov/individual/summary/2340429)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.wealthtransitions.net

## Frequently asked questions

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

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

### How does Kristine charge for financial advice?

Kristine's firm, Wealth Transitions Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kristine O'Brien based?

Kristine O'Brien is based in Cincinnati, Ohio.

### What does Kristine specialize in?

Kristine's specialties include retirement planning. Kristine works with pre-retirees.

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

Yes. Kristine O'Brien is registered as an investment adviser representative in OH and TX (CRD 2340429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Transitions Financial Planning manage?

Wealth Transitions Financial Planning reports $45.7M across 127 accounts in assets under management.

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

Through Kristine's website, www.wealthtransitions.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2340429): 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://wealthtransitions.net/): 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.