Shane O'hara
Shane O'hara is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 11 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,190 clients with $2B 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 | 1.50% |
Fees generally range from 0.20% to 1.50% annually depending on account size, complexity, and other factors. There is a minimum quarterly fee of $750 ($3,000 per year).
Fee Estimator
Location
300 Park Place Blvd., Suite 210, Clearwater, FL, 33759
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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
Shane is the Executive Vice President and Principal of ProVise Management Group, LLC, dedicating nearly full-time hours to administrative duties related to investment advisory services, financial planning, and wealth management. Shane also serves as a Partner at PROVISE MANAGEMENT COMPANY, INC. and a Board Member/Secretary for Creative Pinellas, dedicating minimal time to each.
Employment History
Current Registrations
Provise Management Group, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, 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.
Exams
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