# Steve Maconi

> Steve Maconi is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania. Steve charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/steve-maconi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brandywine Oak Private Wealth
- **Based in:** Kennett Square, Pennsylvania
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.57B across 2,836 accounts
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Executives
- **CRD:** 1078760 (https://adviserinfo.sec.gov/individual/summary/1078760)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1982)
- **Firm size:** 15 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.brandywineoak.com

## Frequently asked questions

### Is Steve Maconi a fee-only financial advisor?

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

### How does Steve charge for financial advice?

Steve charges a percentage of assets.

### Where is Steve Maconi based?

Steve Maconi is based in Kennett Square, Pennsylvania.

### What does Steve specialize in?

Steve's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Steve works with pre-retirees, retirees and executives.

### Is Steve Maconi registered with the SEC?

Yes. Steve Maconi is registered as an investment adviser representative in PA and TX (CRD 1078760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Brandywine Oak Private Wealth manage?

Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.

### How do I contact Steve Maconi?

Through Steve's website, www.brandywineoak.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1078760): 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
- The firm's website (https://www.brandywineoak.com/): specialties, clients served, and fees, checked October 30, 2026

---

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