Firm
Obrien Greene & CO
Media, Pennsylvania
Fee-only
Obrien Greene & CO at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 136 individual clients, 89 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 355 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Media, Pennsylvania |
|---|---|
| Website | obriengreene.com |
| Phone | (610) 891-7880 |
Obrien Greene & CO fees
Obrien Greene & CO 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $464 million |
| Individual clients | 47 |
| High-net-worth clients | 89 |
| Accounts managed | 355 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-5866) |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 110281 |