O'Rourke Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O’Rourke Financial provides financial planning and discretionary portfolio management to individuals, families, and businesses, covering areas such as business planning, retirement planning, college savings, tax planning, insurance reviews, and investment analysis. The firm reports approximately $14.7 million in discretionary assets under management for a small client base (16 clients) and uses Charles Schwab as the custodian for managed accounts.
The firm’s investment approach is primarily passive and asset‑class driven, building portfolios with index mutual funds and exchange‑traded funds to target diversification, low expenses, and relative tax efficiency. Financial planning is offered on fixed‑fee or hourly terms, and portfolio management is implemented on a discretionary basis with periodic reviews and memos generated through the Schwab platform.
What differentiates this firm from many peers is the principal’s dual role as a licensed CPA who is the sole owner of an affiliated accounting practice (approximately 70% of the principal’s time is spent on that CPA business), and as a licensed insurance agent (under 5% of time). The brochure discloses that clients may be referred between the advisory and affiliated CPA/insurance activities and that such referrals and any related compensation are disclosed to clients, who retain the right to engage other professionals.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $600 to $2,000 per plan
Up to 1.00% annually; may vary based on account size, complexity, activity, or negotiated
Financial planning hourly rate ranges from $150 to $200 per hour
Fee-only: Financial planning fixed fees from $600 to $2,000 per plan; hourly fees from $150 to $200 per hour
Main office
11461 W Tanforan Cir
Littleton CO 80127
Advisors at this office
1
Most active in
Colorado
Also doing business as
O'rourke Financial · O'rourke Financial LLC · O'rourke, Daniel
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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