Zachary O'brien
Zachary O'brien is a CFP-designated registered investment advisor at Crown Wealth Group LLC, based in Advance, NC, with 16 years of industry experience. Zachary 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 3 more. Their firm serves 248 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crown Wealth Group charges an annual fee based on the value of your portfolio, ranging from 0.85% to 1.70%. The exact fee is negotiable and will be specified in your advisory agreement.
Location
135 Medical Dr, Suite 101, Advance, NC, 27006
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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
Zachary is a board member/ambassador for the Chamber of Commerce and a board member for both the LLK Foundation and Ducks Unlimited. Zachary is also a licensed insurance agent (life, health, disability) and may offer these products to clients, disclosing the potential conflict of interest.
Employment History
Current Registrations
Crown Wealth Group LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.