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Advisor

Sean O'Brien

Andrew Hill Investment Advisors · Naples, Florida

Sean O'Brien is a fee-only financial advisor at Andrew Hill Investment Advisors in Naples, Florida. Sean charges a percentage of assets and focuses on sustainable & impact investing, small business owners and estate & legacy planning.

Percentage of assets Fee-only

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Specialties

Facts

FirmAndrew Hill Investment Advisors
Based in Naples, Florida
Fee modelPercentage of assets
Accepting new clientsYes
Assets under management$231.3M across 490 accounts
SEC registration Investment adviser representative in FL, NY · CRD 8081152
Exams passedSeries 65 (2025)
Firm size4 employees
Disclosures None reported
Websiteresponsibleadvisors.com

How Sean's firm compares

  • Andrew Hill Investment Advisors's average account is about $472,000, from its Form ADV (assets managed divided by 490 accounts).

What fee-only advisors charge in Florida

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Questions about Sean

Is Sean O'Brien a fee-only financial advisor?

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

How does Sean charge for financial advice?

Sean charges a percentage of assets.

Where is Sean O'Brien based?

Sean O'Brien is based in Naples, Florida.

What does Sean specialize in?

Sean's specialties include sustainable & impact investing, small business owners and estate & legacy planning.

Is Sean O'Brien registered with the SEC?

Yes. Sean O'Brien is registered as an investment adviser representative in FL and NY (CRD 8081152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Andrew Hill Investment Advisors manage?

Andrew Hill Investment Advisors reports $231.3M across 490 accounts in assets under management.

How do I contact Sean O'Brien?

Through Sean's website, responsibleadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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