Patrick O'Connor
HHM Wealth Advisors · Chattanooga, Tennessee
Patrick O'Connor is a fee-only financial advisor at HHM Wealth Advisors in Chattanooga, Tennessee, who holds the CFP credential. HHM Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | HHM Wealth Advisors |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 3,383 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6292245 |
| Exams passed | Series 66 (2014) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.hhmwealth.com |
How Patrick's firm compares
- HHM Wealth Advisors's average account is about $435,000, from its Form ADV (assets managed divided by 3,383 accounts).
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Questions about Patrick
Is Patrick O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and HHM Wealth Advisors 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, HHM Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick O'Connor based?
Patrick O'Connor is based in Chattanooga, Tennessee.
What credentials does Patrick O'Connor hold?
Patrick O'Connor holds the CFP credential.
Is Patrick O'Connor registered with the SEC?
Yes. Patrick O'Connor is registered as an investment adviser representative in TN (CRD 6292245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HHM Wealth Advisors manage?
HHM Wealth Advisors reports $1.47B across 3,383 accounts in assets under management.
How do I contact Patrick O'Connor?
Through Patrick's website, www.hhmwealth.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
- 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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