Gary Oman
Gary Oman is a registered investment advisor at Great Valley Advisor Group, LLC, based in Braintree, MA, with 26 years of industry experience. Gary 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 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
30 Braintree Hill Office Park, Suite 202, Braintree, MA, 02184
Get directionsHistory
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 ActivitiesSells Insurance
Gary is affiliated with multiple entities, including U.S. Wealth Management, U.S. Wealth Oman, and Gary R. Oman, PC (tax prep/accounting). He also provides investment advisory services through Great Valley Advisor Group Inc and is a wealth manager for Great Valley Advisor Insurance Brokers, dedicating minimal time to the latter.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities CorporationBroker
U.S. Wealth Advisors, LLC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
U.S. Wealth Management
Intersecurities, INC.Broker
State Registrations4 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.