Mathew O'brien is a registered investment advisor at Fisher\smb, based in Carrollton, TX, with 3 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,848 clients with $6.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
IM Fee
Planning only
Assets Under Management
$6.8B
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4100 International Parkway, Suite 2000, Carrollton, TX, 75007
Get directionsHistory
Regulatory History (1)
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Financial
July 2020Final
Employment History
Current Registrations
Fisher\smb
January 2026 - Present · 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2022 - December 2024 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
November 2021 - December 2024 · 3 yrs 1 mo
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.
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