# Marty O'Leary

> Marty O'Leary is a fee-only financial advisor at Stadium Financial LLC in Orlando, Florida, who holds the CFP and ChFC credentials. Marty charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $1,000 a year and one-time plans from $1,000) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/marty-oleary/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Stadium Financial LLC
- **Based in:** Orlando, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $1,000 a year; one-time plans from $1,000; $300 an hour; 0.8% a year on the first tier of assets managed
- **Assets under management (firm):** $26.8M across 110 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 4548042 (https://adviserinfo.sec.gov/individual/summary/4548042)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 63 (2002), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://stadiumfinancial.com

## Frequently asked questions

### Is Marty O'Leary a fee-only financial advisor?

Yes. Marty O'Leary 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 Marty's firm.

### How does Marty charge for financial advice?

Marty charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Marty charge?

According to Stadium Financial LLC's website, checked October 28, 2026: ongoing planning from $1,000 a year; one-time plans from $1,000; $300 an hour; 0.8% a year on the first tier of assets managed.

### Where is Marty O'Leary based?

Marty O'Leary is based in Orlando, Florida.

### What does Marty specialize in?

Marty's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Marty O'Leary hold?

Marty O'Leary holds the CFP and ChFC credentials.

### Is Marty O'Leary registered with the SEC?

Yes. Marty O'Leary is registered as an investment adviser representative in FL and GA (CRD 4548042), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Stadium Financial LLC manage?

Stadium Financial LLC reports $26.8M across 110 accounts in assets under management.

### How do I contact Marty O'Leary?

Through Marty's website, stadiumfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/marty-o'leary-11281): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://stadiumfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.