Firm
O'Brien Capital Management
Nyack, New York
Fee-only
O'Brien Capital Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 43 individual clients, 15 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 99 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Nyack, New York |
|---|---|
| Website | obriencm.com |
| [email protected] | |
| Phone | (845) 358-4930 |
O'Brien Capital Management fees
O'Brien Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 28 |
| High-net-worth clients | 15 |
| Accounts managed | 99 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120981) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 136100 |