O'Brien Capital Management, Inc. fees
Financial planner in Nyack, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, O'Brien Capital Management, Inc. (Nyack, NY) charges $300 an hour and a flat or project fee of $500-$3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the New York median of $300; 45% of the 165 other planners in New York that publish an hourly rate charge less. The one other planner in Nyack charges less.
“The fee for hourly service is $300 per hour.”
- Flat or project fee
- $500-
$3,000 Below the New York median of $5,025; 13% of the 121 other planners in New York that publish a flat or project fee charge less.
“Flat fees will range from $500 - $3,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How O'Brien Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are recorded during the project work and the Client will receive an invoice for the fee.”
- “The fee amount and billing arrangements will be determined in advance and agreed to in writing.”
- “The fee is negotiable in certain circumstances.”
About O'Brien Capital Management, Inc.
“Further, OCM will work with clients to identify their investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation designed to complement clients’ educational, home ownership, and retirement funding goals and objectives.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 43
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $40.6 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 136100 (opens in new tab)
- Phone
- (845) 358-4930
Other planners in Nyack that publish fees
- Sanskar Advisors, Inc.NyackHourly $250/hr
More planners in New York that publish fees
- LexION Capital Management LPNew York CityHourly $1,000/hr
- Flores Wealth Planning, LLCNew York CityHourly $300/hr, Annual $500-$10,000/yr
- Triple Play Planning, LLCAmherstHourly $250/hr, Flat $1,000-$10,000
- My Financial Planner, LLCBrooklynHourly $300/hr
- Capital Insights Group of WNY, LLC.BuffaloHourly $250/hr, Flat $1,500-$3,000
- Loyal AdvisorsSouth SalemHourly $475/hr, Flat $1,000-$10,000
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.