O'Reilly Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,400,000
Clients
45
Advisors
1
of 1 employees
About
O’Reilly Wealth Advisors serves individuals (including high‑net‑worth clients), corporations and pension/profit‑sharing plans, and works with 401(k) and other retirement vehicles. The firm provides investment management on both discretionary and non‑discretionary bases, financial planning and consulting, retirement plan advisory, insurance services, and makes referrals to third‑party investment managers and other non‑investment professionals.
The adviser uses a risk‑tolerance questionnaire to place clients into roughly five to ten model portfolios and implements portfolios primarily with low‑expense, institutional mutual funds using Modern Portfolio Theory and a low‑turnover, highly diversified approach. Accounts are reviewed at least quarterly and the firm may recommend third‑party programs or wrap arrangements depending on client needs.
Noteworthy aspects disclosed in the brochure include that an associated person is licensed as an insurance agent and the firm may receive commissions on insurance sales as well as referral compensation from third‑party managers and solicitors, which the firm identifies as potential conflicts of interest. The firm also collaborates with independent specialists in tax, estate planning and business valuation and maintains an operational policy to limit new client intake (125 clients per adviser or 250 total) to manage service capacity.
Client services
Expertise
Fee options
$1,000 to $10,000 for the first financial plan, fixed fee
$0 - $500,000: 1.50% $500,000 - $699,999: 1.20% $700,000 - $1,299,999: 1.00% $1,300,000 - $4,999,999: 0.75% $5,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.58% $50,000,000 - $99,999,999: 0.52% $100,000,000+: 0.50%
Account minimum: $225,000
Main office
Carlsbad CA
Advisors at this office
1
Most active in
California
Also doing business as
O'reilly Financial Services, LLC · O'reilly Wealth Advisors · O'reilly Wealth Advisors 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.
Forms ADV
Quick links
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