O
O'Hara Wealth Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,413,706
Clients
27
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$237,545
About
O’Hara Wealth Management Inc is an independent investment adviser that provides ongoing portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm generally charges asset‑based fees, offers both discretionary and non‑discretionary services, and may refer clients to third‑party advisers under a solicitor arrangement that results in a negotiated fee share.
The firm documents client objectives in an Investment Policy Statement and applies fundamental analysis and modern portfolio theory to construct portfolios, using both long‑term and short‑term trading as appropriate. It typically seeks discretionary trading authority to implement strategies and conducts periodic (at least monthly) portfolio reviews and reporting through the account custodian.
What is distinctive about the firm is its affiliation with an accounting practice: the firm’s principal is a licensed CPA who, from time to time, may offer accounting advice or products to advisory clients (clients are not required to use those accounting services). The firm is small in scale—managing roughly $6.4 million for about 27 clients—and typically delivers financial plans as one‑time engagements unless clients request ongoing reporting; it also receives a portion of fees when directing clients to third‑party advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Fee options
Financial planning fees between $1,500 and $15,000 (negotiable fixed rate)
$1 - $1,000,000: 1.00% $1,000,000 - $10,000,000: 0.85%
Main office location
O'Hara Wealth Management Inc
812 Hallock Avenue
Port Jefferson Station NY 11776, United States
Number of offices
1
Most active in
O'Hara Wealth Management Inc has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
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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.
Forms ADV
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