Richard O'Hara
Lake Street · Palm City, Florida
Richard O'Hara is a fee-only financial advisor at Lake Street in Palm City, Florida, who holds the CFP credential. Lake Street reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lake Street |
|---|---|
| Based in | Palm City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.16B across 2,012 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5570125 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.clarity-fg.com |
How Richard's firm compares
- Lake Street's average account is about $576,000, from its Form ADV (assets managed divided by 2,012 accounts).
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Questions about Richard
Is Richard O'Hara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Lake Street reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Lake Street, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard O'Hara based?
Richard O'Hara is based in Palm City, Florida.
What credentials does Richard O'Hara hold?
Richard O'Hara holds the CFP credential.
Is Richard O'Hara registered with the SEC?
Yes. Richard O'Hara is registered as an investment adviser representative in FL (CRD 5570125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lake Street manage?
Lake Street reports $1.16B across 2,012 accounts in assets under management.
How do I contact Richard O'Hara?
Through Richard's website, www.clarity-fg.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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