Advisor at Wealth Advisors Group
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Firm
Wealth Advisors Group
Location
Fort Wayne, IN 46845
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Flat fixed rate for financial planning and consulting services (amount varies)
$100,000 - $499,999: 1.50% per year $500,000 - $749,999: 1.25% per year $750,000 - $1,249,999: 1.10% per year $1,250,000 - $3,999,999: 1.00% per year $4,000,000 - $6,999,999: 0.80% per year $7,000,000 - $14,999,999: 0.75% per year $15,000,000+: Negotiable
$200.00 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning and consulting services at $200.00 per hour or a flat fixed rate
12726 Coldwater Road
Fort Wayne, IN 46845
Indiana · Texas
Wealth Advisors Group
2014 - Present (12 years)
LPL Financial
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
CFP®, Series 63
Fort Wayne, IN
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CFP®, Series 63, Series 65
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CFP®, Series 66
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Gilbert Wealth
CFP®, Series 63, Series 65
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Bassett Financial Advisors
CFP®, Series 63, Series 66
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Wise Wealth Management
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