Advisor at Surepath Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Woodstock, GA 30188-3681
Credentials
CFP®, Series 63, Series 66
Industry experience
27 years
Kenneth O'Leary is a CFP® with 27 years of industry experience, currently serving as an advisor at Surepath Financial Services, LLC since 2017. His prior experience includes founding his sole proprietorship in 1999 and roles at Woodstock Financial Group and other ventures. Outside of advisory work, he owns a franchise business providing estate-planning software and is involved in direct sales of nutrition products. Surepath Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary portfolio management through a wrap fee program and a web-based platform. The firm also conducts educational seminars and customizes investment strategies based on clients’ objectives and risk tolerance.
Based on Surepath Financial Services, LLC
Financial planning fixed fees ranging from $250 to $2,500
$0 - $500,000: 2% annually $500,000.01 - $1,000,000: 1.5% annually $1,000,000.01 - $500,000,000: 1.25% annually $500,000,000.01+: 1.00% annually
Financial planning services at $150 per hour
Minimum fee: Technology fee of $30 per Client account annually, billed monthly in arrears Fee-only: Financial planning fees charged as hourly rates of $150/hour or fixed fees between $250 and $2,500
3380 Trickum Road, Building 100, Suite 100
Woodstock, GA 30188-3681
Georgia
Mana Estate Docs
2024 - Present (2 years)
Surepath Financial Services, LLC
2017 - Present (9 years)
Send Out Cards
2017 - 2021 (4 years)
Reliv
2015 - Present (11 years)
Woodstock FINANCIAL GROUP
2011 - 2017 (6 years)
100 Ivy Village, LLC
2011 - Present (15 years)
Kenneth A. O'Leary, Sole Proprietor
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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