Steve Maconi
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kennett Square, Pennsylvania |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 1078760 |
| Exams passed | Series 63 (1982) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.brandywineoak.com |
| Profile |
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Questions about Steve
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.
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
- Brandywine Oak Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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