Owen Mulhern is a CFP-designated registered investment advisor at Financial Coach, based in West Chester, PA, with 25 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 9 more. Their firm serves 253 clients with $400M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.10% |
Rates shown reflect the Financial Coach division schedule. The New Wealth Project division offers a separate tiered schedule starting at 0.75% for the first $1 million with a $2,500 minimum annual advisory fee.
Fee Estimator
Location
940 E. Boot Rd., Suite 101, West Chester, PA, 19380
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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
Financial Coach
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Directed 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.
Exams
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