O'Reilly Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,800,000
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
45
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$728,889
About
O’Reilly Wealth Advisors serves individuals (including high‑net‑worth clients), corporations and pension/profit‑sharing plans, and works with 401(k) and other retirement vehicles. The firm provides investment management on both discretionary and non‑discretionary bases, financial planning and consulting, retirement plan advisory, insurance services, and makes referrals to third‑party investment managers and other non‑investment professionals.
The adviser uses a risk‑tolerance questionnaire to place clients into roughly five to ten model portfolios and implements portfolios primarily with low‑expense, institutional mutual funds using Modern Portfolio Theory and a low‑turnover, highly diversified approach. Accounts are reviewed at least quarterly and the firm may recommend third‑party programs or wrap arrangements depending on client needs.
Noteworthy aspects disclosed in the brochure include that an associated person is licensed as an insurance agent and the firm may receive commissions on insurance sales as well as referral compensation from third‑party managers and solicitors, which the firm identifies as potential conflicts of interest. The firm also collaborates with independent specialists in tax, estate planning and business valuation and maintains an operational policy to limit new client intake (125 clients per adviser or 250 total) to manage service capacity.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
$1,000 to $10,000 for the first financial plan, fixed fee
$0 - $500,000: 1.50% $500,000 - $699,999: 1.20% $700,000 - $1,299,999: 1.00% $1,300,000 - $4,999,999: 0.75% $5,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.58% $50,000,000 - $99,999,999: 0.52% $100,000,000+: 0.50%
Account minimum: $225,000
Main office location
O'Reilly Wealth Advisors
Carlsbad CA, United States
Number of offices
1
Most active in
O'Reilly Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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