Martin O'leary is a CFP, ChFC-designated registered investment advisor at Stadium Financial LLC, based in Orlando, FL, with 10 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 43 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual advisory fee is paid in advance on a quarterly basis, and may be negotiable. Our minimum annual fee for this service is $1,600. Ongoing Comprehensive Financial Planning will be included without an additional fee for Clients participating in our Investment Management Services.
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Contact
Martin O'leary
Location
Orlando, 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
Stadium Financial LLC
Previous Registrations
Tim Looney Investments, LLC
State Registrations2 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.