BO
CFP
BO
CFP

Brian Patrick O'neill

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
854 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.25%
$1M+1.00%

Cahaba may negotiate special fee arrangements where deemed appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1222 Demonbreun Street, Suite 1635, Nashville, TN, 37203

Get directions

History

Regulatory History
Clean regulatory record

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.
December 2009 - Present · 16 yrs 2 mos
Previous Registrations
Synovus Securities, INC.
October 2002 - May 2007 · 4 yrs 7 mos
Creative Financial Group LTD
December 2001 - November 2009 · 7 yrs 11 mos
State Registrations5 states
ALFLGATNTX
Advisor
Exams
No exam information available for this advisor.