Brian O'neill is a CFP-designated registered investment advisor at Cahaba Wealth Management, INC., based in Nashville, TN, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 892 clients with $2.1B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Family members living in the same household may have their accounts combined to calculate breakpoint discounts. Fees may be negotiated or excepted at the firm's discretion.
Fee Estimator
Location
1222 Demonbreun Street, Suite 1635, Nashville, TN, 37203
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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 →Other Business Activities
Brian is a passive investment partner in Black Dog, LLC, a restaurant/bar/retail alcohol sales business, spending minimal time. He is also a partner in Artist Clarity, Inc., a business management company, but currently spends no time on this activity.
Employment History
Current Registrations
Cahaba Wealth Management, INC.
Previous Registrations
Synovus Securities, INC.
Creative Financial Group LTD
State Registrations5 states
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.
Exams
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