Terence O'grady is a CFP-designated registered investment advisor at O'grady Financial LLC, based in Tampa, FL, with 28 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 32 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $6.0M | 0.90% |
| $6.0M - $7.0M | 0.80% |
| $7M+ | 0.70% |
Fees are negotiable. When an Outside Manager is used, the annual advisory fee is: $1 - $4,999,999: 1.35%, $5.000.000 - $5,999,999: 1.20%, $6,000,000 - $6,999,999: 1.10%, $7,000,000 and Above: 1.00%
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
O'grady Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Intersecurities, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.