Terry O'Grady
O'Grady Financial LLC · Tampa, Florida
Terry O'Grady is a fee-only financial advisor at O'Grady Financial LLC in Tampa, Florida, who holds the CFP credential. O'Grady Financial LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | O'Grady Financial LLC |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.2M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 1628151 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Terry's firm compares
- O'Grady Financial LLC's average account is about $220,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Terry
Is Terry O'Grady a fee-only financial advisor?
Yes. Terry O'Grady is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Terry's firm.
How does Terry charge for financial advice?
Terry's firm, O'Grady Financial LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terry O'Grady based?
Terry O'Grady is based in Tampa, Florida.
What credentials does Terry O'Grady hold?
Terry O'Grady holds the CFP credential.
Is Terry O'Grady registered with the SEC?
Yes. Terry O'Grady is registered as an investment adviser representative in FL (CRD 1628151), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does O'Grady Financial LLC manage?
O'Grady Financial LLC reports $6.2M across 28 accounts in assets under management.
How do I contact Terry O'Grady?
Contact details aren't on file yet. Search for O'Grady Financial LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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