O'brien Asset Management fees and pricing

Financial planner in Eliot, Maine. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, O'brien Asset Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “A rate of $200 per hour is charged (in half hour increments).”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are charged in arrears on a quarterly basis.”
“Clients may also elect to be billed directly for fees or to authorize OAM to directly debit fees from client accounts.”
“Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”

Its hourly rate of $200 is below the Maine median of $250. 17% of the 23 other Maine planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2007 (19 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 42
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $34,295,137
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 144502
Website: obrienam.com (opens in new tab)
Phone: (207) 457-0346

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.