John O'reilly
John O'reilly is a registered investment advisor at O'reilly Wealth Advisors, based in Carlsbad, CA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 55 clients with $33M 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 | 1.50% |
| $500K - $700K | 1.20% |
| $700K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.58% |
| $50.0M - $100.0M | 0.52% |
| $100M+ | 0.50% |
SIMPLE IRA for Employees of Small Businesses: 0.30% annually charged quarterly in arrears regardless of account size.
Fee Estimator
Location
Carlsbad, CA
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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 ActivitiesSells Insurance
John is an insurance agent appointed with various insurance companies since 2006. He spends about 10-20% of his time on insurance-related activities.
Employment History
Current Registrations
O'reilly Wealth Advisors
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.