Yvonne Oneill
O'Neill Financial Management · Lake Forest, California
Yvonne Oneill is a fee-only financial advisor at O'Neill Financial Management in Lake Forest, California. Yvonne focuses on retirement planning. O'Neill Financial Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | O'Neill Financial Management |
|---|---|
| Based in | Lake Forest, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $86.7M across 283 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3216749 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oneillfm.com |
How Yvonne's firm compares
- O'Neill Financial Management's average account is about $307,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Yvonne
Is Yvonne Oneill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yvonne holds no broker registration, and O'Neill Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yvonne charge for financial advice?
Yvonne's firm, O'Neill Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Yvonne Oneill based?
Yvonne Oneill is based in Lake Forest, California.
What does Yvonne specialize in?
Yvonne's specialties include retirement planning. Yvonne works with retirees and pre-retirees.
Is Yvonne Oneill registered with the SEC?
Yes. Yvonne Oneill is registered as an investment adviser representative in CA (CRD 3216749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'Neill Financial Management manage?
O'Neill Financial Management reports $86.7M across 283 accounts in assets under management.
How do I contact Yvonne Oneill?
Through Yvonne's website, www.oneillfm.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
- O'Neill Financial Management 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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