O'hara Wealth Management Inc fees and pricing
Financial planner in Port Jefferson Station, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 9, 2026, O'hara Wealth Management Inc charges a flat or project fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$15,000
“The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How O'hara Wealth Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of OWMI's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of OWMI’s fees, within five business days of signing the Financial Planning Agreement.”
How O'hara Wealth Management Inc’s fees compare
- Its flat or project fee of $1,500-$15,000 spans the New York median of $4,500. 78% of the 251 other New York planners that publish a flat or project fee charge less.
About O'hara Wealth Management Inc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- 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
- 1.35% a year
- Clients
- 27
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $6,413,706
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297201
- Phone
- (631) 403-4283
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
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.