Kevin O'brien is a CFP-designated registered investment advisor at Wise Planning, INC., based in Belle Mead, NJ, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 203 clients with $610M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Wise Planning offers comprehensive financial planning for a flat annual fee, which varies based on the amount of your investment assets and the complexity of your situation. The minimum annual fee is $3,000. The fee includes ongoing assistance with various aspects of your financial life, including investments, taxes, education funding, retirement planning, cash flow management, insurance, employee benefits, and estate planning. Wise Planning will help implement the plan and monitor it, reviewing plans quarterly or more frequently as conditions warrant.
- Hourly financial planning is available at $250/hour for specific projects, such as budgeting, cash flow management, insurance needs, education funding analysis, bond portfolio review, or retirement plan structure review for business owners.
Location
Belle Mead, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wise Planning, INC.
Previous Registrations
Ernst & Young Investment Advisers LLP
State Registrations1 state
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