Brian
Oneill
Cahaba Wealth Management, Inc
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About this Advisor
Brian Oneill is a certified financial planner based in Atlanta, Georgia with a total of 14 years of industry experience. Oneill is currently employed by Cahaba Wealth Management, Inc. Over the course of their career, they have held roles at Creative and Cahaba Wealth Management. Oneill has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Alabama, Georgia and Texas. Cahaba Wealth Management, Inc is an advisory company based in Atlanta, GA. The firm has offices in two locations and a total of 17 financial advisors. It has $1 billion in assets under management among its 5,747 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 5,747 customer accounts, 48% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. However, fees charged by Cahaba Wealth Management, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cahaba Wealth Management, Inc Brokerage Details
$1,126,260,182
17
5,747
$195,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Oneill Work History
Brian has been registered as a financial advisor for 14 years.*
Cahaba Wealth Management
Creative
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Oneill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cahaba Wealth Management, Inc
Atlanta, GA
Atlanta, GA
Nashville, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Birmingham, AL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
