O'Connor Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. Services described in the brochure include risk-based portfolio construction (generally implemented through no-load mutual funds and ETFs), retirement and estate planning, insurance and education planning, third-party adviser selection, and tax preparation and advisory services.
Investment decisions are guided by asset allocation and fundamental analysis and are implemented on a discretionary basis with ongoing monitoring and typically annual reviews; the brochure emphasizes a long-term, risk-focused approach and counsels clients against short-term market timing. Accounts are managed to client objectives and risk tolerances, and the firm uses diversified portfolios and periodic rebalancing to pursue those objectives.
The brochure discloses several features that distinguish the firm from many peers: one or more principals are licensed insurance agents and may receive commissions or trailing compensation for insurance products, and the firm offers in-house tax preparation and anticipates transitioning some tax services to a separate affiliated tax entity, which can create cross-referral dynamics. It also notes participation in educational conferences provided by custodial partners and the firm’s provision of client educational seminars or workshops, services that are less common among similar advisers.
Client services
Expertise
Fee options
Flat fees typically range from $1,000 to $40,000 per year; tax preparation fees from $250 to $5,000.
$0 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.65% $2,000,000.01 - $3,000,000: 0.45% $3,000,000.01+: 0.40%
Recurring financial planning fees monthly ranging from $100 to $1,000.
Minimum fee: Flat fees range from $1,000 to $40,000 per year, charged monthly in advance; One-time initial financial planning fee typically $1,500; Standalone financial planning recurring monthly fees typically range $100 to $1,000 per month; Tax preparation and filing flat fees range from $250 to $5,000 per tax year. Fee-only: Flat fees for financial planning and tax preparation services.
Main office
See office511 Maine Street
Quincy IL 62301
Advisors at this office
3
Offices (2)
Most active in
Florida · Illinois · Indiana · Iowa · Missouri · Nebraska · Tennessee · Texas
Also doing business as
O' Connor Wealth Management, LLC · O'connor Financial Group LLC · O'connor Financial Group, LLC · O'connor Wealth Management · O'connor Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy O
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial and O'Connor Wealth Management before founding his current firm in 2013. He has over two decades of experience in insurance sales as part of his financial planning services. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm focuses on risk-based portfolio construction, retirement and estate planning, insurance and education planning, and tax advisory services, implementing investment decisions with a long-term, risk-focused approach.
Daniel W
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. prior to joining his current firm. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach with diversified portfolios and periodic rebalancing, and also offers in-house tax preparation and educational seminars.
Jackson O
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Jackson O'Connor is a CFP® with 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC in 2019, where he currently serves as an advisor. Jackson holds licenses including Series 63 and Series 65 and is also licensed in life insurance. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach, utilizing asset allocation and fundamental analysis, and offers additional services such as insurance planning and in-house tax preparation.
Jordan R
Series 65
Champaign, IL
O'Connor Financial Group LLC
Jordan Richert is a financial advisor at O'Connor Financial Group LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at LifeWise Wealth Advisors, LifeWise Tax Advisors, and Richert Financial Coaching. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm emphasizes a long-term, risk-focused investment approach, offering services such as retirement and estate planning, insurance, education planning, and in-house tax preparation.
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