Audrey
Keohane
O'Brien Wealth Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Audrey Keohane is a certified financial planner working in Waltham, Massachusetts. Keohane is an employee of O'Brien Wealth Partners LLC. Their career trajectory has included roles at O'Brien Wealth Partners LLC, Bickling Financial Services, Marriott International, Woodside Wealth Management, Plato'S Closet, Harrington Farm and Bentley University. Keohane is approved to work in Massachusetts. O'Brien Wealth Partners LLC is an advisory company headquartered in Waltham, MA. It manages $834 million in assets between its 1,914 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 1,914 customer accounts, 54% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the services. Fees billed by O'Brien Wealth Partners LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
O'Brien Wealth Partners LLC Brokerage Details
$833,898,354
15
1,914
$435,684
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Audrey Keohane Work History
Audrey has been registered as a financial advisor for 0 years.*
O'Brien Wealth Partners LLC
Bickling Financial Services
Marriott International
Woodside Wealth Management
Plato'S Closet
Bentley University
Harrington Farm
*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 Audrey Keohane 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 O'Brien Wealth Partners LLC
Waltham, MA
Boston, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
