Brian O'neill
Brian O'neill is a CFP-designated registered investment advisor at Winged Wealth Management and Financial Planning, based in Niceville, FL, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more. Their firm serves 59 clients with $61M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Rates apply in limited circumstances where investment management is handled separately from the bundled annual planning retainer. Fees are negotiable above $2,000,000.
Fee Estimator
Contact
Brian O'neill
Location
Niceville, 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
Winged Wealth Management and Financial Planning
State Registrations5 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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