Michael O'Connor
Capasso Planning Partners · Charleston, South Carolina
Michael O'Connor is a fee-only financial advisor at Capasso Planning Partners in Charleston, South Carolina, who holds the CFP credential. Michael focuses on retirement planning, estate & legacy planning and tax planning. Capasso Planning Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Capasso Planning Partners |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $274.2M across 1,073 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, SC · CRD 5675878 |
| Exams passed | Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | capassoplanningpartners.com |
| Profile |
How Michael's firm compares
- Capasso Planning Partners's average account is about $256,000, from its Form ADV (assets managed divided by 1,073 accounts).
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Questions about Michael
Is Michael O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Capasso Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Capasso Planning Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael O'Connor based?
Michael O'Connor is based in Charleston, South Carolina.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Michael O'Connor hold?
Michael O'Connor holds the CFP credential.
Is Michael O'Connor registered with the SEC?
Yes. Michael O'Connor is registered as an investment adviser representative in NJ and SC (CRD 5675878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capasso Planning Partners manage?
Capasso Planning Partners reports $274.2M across 1,073 accounts in assets under management.
How do I contact Michael O'Connor?
Through Michael's website, capassoplanningpartners.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
- Capasso Planning Partners 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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