Kristine O'Brien
Wealth Transitions Financial Planning · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Wealth Transitions Financial Planning |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45.7M across 127 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 2340429 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthtransitions.net |
How Kristine's firm compares
- Wealth Transitions Financial Planning's average account is about $360,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Kristine
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.
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
- Wealth Transitions Financial 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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