Shane O'Neill
Cornell Pochily Investment Advisors · Ithaca, New York
Shane O'Neill is a fee-only financial advisor at Cornell Pochily Investment Advisors in Ithaca, New York, who holds the CFP credential. Cornell Pochily Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cornell Pochily Investment Advisors |
|---|---|
| Based in | Ithaca, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $654.4M across 1,322 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 6779712 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cornellpochily.com |
| Profile |
How Shane's firm compares
- Cornell Pochily Investment Advisors's average account is about $495,000, from its Form ADV (assets managed divided by 1,322 accounts).
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Questions about Shane
Is Shane O'Neill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Cornell Pochily Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane's firm, Cornell Pochily Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shane O'Neill based?
Shane O'Neill is based in Ithaca, New York.
What credentials does Shane O'Neill hold?
Shane O'Neill holds the CFP credential.
Is Shane O'Neill registered with the SEC?
Yes. Shane O'Neill is registered as an investment adviser representative in NY and TX (CRD 6779712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornell Pochily Investment Advisors manage?
Cornell Pochily Investment Advisors reports $654.4M across 1,322 accounts in assets under management.
How do I contact Shane O'Neill?
Through Shane's website, www.cornellpochily.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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