Dennis O'brien
Dennis O'brien is a registered investment advisor at Coastal Financial Advisors, INC., based in Farmingdale, NJ, with 22 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 48 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coastal Financial Advisors (CFA) offers investment management as part of its annual fee service. The annual fee for comprehensive services and investment management typically ranges from $3,000 to $20,000. The determination of the fee range is based on an initial conversation about the anticipated scope of work and the complexity of the client's circumstances. Fees are billed quarterly, in arrears.
Contact
Dennis O'brien
Location
Farmingdale, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is the President of Coastal Business Services, LLC, a business consulting firm, since 2004. He dedicates about 10-20% of his time to general small business consulting, computer consulting, and project management, with the same amount of time spent during securities trading hours.
Employment History
Current Registrations
Coastal Financial Advisors, INC.
Previous Registrations
American Express Financial Advisors, INC.
State Registrations1 state
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Additional Information
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