Firm
O'connor Portfolio Management
Tampa, Florida
Fee-only
O'connor Portfolio Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 123 individual clients, 52 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 209 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Tampa, Florida |
|---|---|
| Website | oconnorportfoliomanagement.com |
| Phone | (813) 254-5120 |
O'connor Portfolio Management fees
O'connor Portfolio Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $51 million |
| Individual clients | 71 |
| High-net-worth clients | 52 |
| Accounts managed | 209 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-78655) |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 168679 |