O'Connor Financial Group LLC

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Client assets under management

$274,760,000

Clients

355

14% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

118

Very High

Average account size

$773,972

About

O’Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and business entities, and also recommends or retains third‑party advisers when appropriate. The firm serves retirement accounts under ERISA fiduciary standards and combines portfolio management with ongoing planning advice.

The firm typically implements client strategies by allocating investable assets across diversified, risk‑based portfolios composed primarily of no‑load mutual funds and exchange‑traded funds, and describes its methods as relying on asset allocation and fundamental analysis with periodic (generally annual) account reviews. It retains discretion to trade on clients’ behalf and conducts due diligence when selecting outside managers for portions of client portfolios.

The brochure discloses that a firm principal is a licensed insurance agent who may receive customary commissions for insurance product sales and that a former principal continues to receive trailing commissions from earlier sales, with the firm noting disclosures and client choice to mitigate the conflict. The firm also notes participation in educational conferences and practice‑management services provided by its recommended custodian and reports an ownership change in January 2026, features that distinguish its governance and educational outreach relative to many peers while managing roughly $275 million in client assets.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fee generally ranges from $1,000 to $40,000 per year, charged monthly in advance; standalone financial planning flat fees: initial fee typically $1,500, recurring monthly fee typically $100 to $1,000 per month

Percentage

$0 - $1,000,000: 1.40% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $3,000,000: 0.75% $3,000,000.01+: 0.50% $0 - $500,000: 0.35% $500,000.01 - $1,000,000: 0.30% $1,000,000.01 - $3,000,000: 0.25% $3,000,000.01 - $5,000,000: 0.15% $5,000,000.01+: 0.10%

Other

Fee-only: Flat fee generally ranges from $1,000 to $40,000 per year, charged monthly in advance; standalone financial planning flat fees: initial fee typically $1,500, recurring monthly fee typically $100 to $1,000 per month

Main office location

O'Connor Financial Group LLC

511 Maine Street

Quincy IL 62301, United States

Number of offices

Most active in

Florida · Illinois · Indiana · Iowa · Missouri · Nebraska · Tennessee · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (217) 223-0113

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 in Quincy, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial LLC and has been involved with O'Connor Wealth Management since 1999. In addition to his advisory role, he has sold insurance products for over two decades to address client planning needs. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs.

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)

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 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Trust Portfolios L.P., First Trust Advisors L.P., and J.P. Morgan in various roles between 2015 and 2021. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)

Jackson O

CFP®, Series 63, Series 65

Quincy, IL

O'Connor Financial Group LLC

Jackson O'Connor is a CFP® professional with nine 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, where he has been since 2019. He holds a life insurance license. O’Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.

Debt management Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.)

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