OBN Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,986,616
Total clients
42
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$333,015
About
OBN Wealth Advisors is a small, independent advisory firm that works with individuals (including high‑net‑worth clients) and small businesses to provide financial planning, investment consultation, retirement‑plan advice, and ongoing portfolio management. The firm offers both modular and broad‑based planning engagements and can implement strategies directly or by recommending third‑party investment managers.
The firm’s investment approach blends fundamental analysis with charting/technical and cyclical methods, employing a mix of active tactical management and passive, diversified allocations informed by modern portfolio theory. Accounts are typically managed on a discretionary basis, with periodic reviews and the option to use institutional custodial platforms or outside managers when appropriate.
Compared with many solo independent advisers, the firm regularly conducts educational seminars and workshops on planning and investing topics and provides related written educational materials; these offerings are described as educational (not product sales) and can be sponsor‑supported or fee‑based. The principal also produces and distributes written content and speaks professionally, a content‑creation role that is uncommon among peers of this size.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Divorce financial planning
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Married/Couples/Partners
Divorced
Approaching retirement
Fee options
Fixed fees for planning engagements ranging from $1,875 to $10,000 and monthly fixed fees $200 to $400
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $2,999,999: 0.70% annually $3,000,000 - $4,999,999: 0.55% annually $5,000,000+: 0.50% annually
$350 per hour (one hour minimum), billed in six-minute increments
Fee-only: Financial planning fixed fees from $1,875 to $10,000; monthly fixed fees $200 to $400; hourly fees $350/hour
Main office location
OBN Wealth Advisors
Lake Spivey GA, United States
Number of offices
1
Most active in
OBN Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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