# Patrick O'Connell

> Patrick O'Connell is a fee-only financial advisor at Wealth Advisors Group in Fort Wayne, Indiana, who holds the CFP credential. Wealth Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-o-connell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Advisors Group
- **Based in:** Fort Wayne, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.34B across 3,297 accounts
- **Credentials:** CFP
- **CRD:** 4985255 (https://adviserinfo.sec.gov/individual/summary/4985255)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 63 (2006), Series 65 (2013)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.wealthag.com

## Frequently asked questions

### Is Patrick O'Connell a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick's firm, Wealth Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick O'Connell based?

Patrick O'Connell is based in Fort Wayne, Indiana.

### What credentials does Patrick O'Connell hold?

Patrick O'Connell holds the CFP credential.

### Is Patrick O'Connell registered with the SEC?

Yes. Patrick O'Connell is registered as an investment adviser representative in IN and TX (CRD 4985255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Advisors Group manage?

Wealth Advisors Group reports $1.34B across 3,297 accounts in assets under management.

### How do I contact Patrick O'Connell?

Through Patrick's website, www.wealthag.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4985255): 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

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