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Featured Business Financial Advisor in Colorado Springs, CO
Colorado Springs Financial Advisors
Asbury Wealth Partners
6385 Corporate Drive, Suite 200
Colorado Springs, CO 80919
(719) 531-6276
“Invest with Confidence”
Advisor Profile
Paul OHara
Name:  Paul OHara
Phone Number:  (719) 531-6276
Website:  Visit Website
Disclaimer
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, GA, MA, NC, ND, NV, TX, WA. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Check the background of investment professionals associated with this site on FINRAs BrokerCheck. ©Copyright 2017, Asbury Wealth Partners

About Asbury Wealth Partners

At Asbury Wealth Partners, it is our mission to help you prosper by implementing comprehensive financial strategies developed to help grow and protect the assets entrusted to us. We specialize in investment management and financial planning options tailored to your goals. Our diversified approach towards portfolio design & management combines both strategic and tactical principles that strive to protect what you have worked so hard for while prudently taking advantage of opportunities. Portfolios are managed in-house using proprietary, state-of-the-art techniques.

We deliver best in class service while helping you achieve your goals. No matter your stage in life, give us a call today to schedule a consultation session and find out how we can be a part of your success story.
 

General Information

Gender:    Male
CRD#:    2754305
Firm CRD#:    6413
Insurance License#:    Life, Health and Disability
Name of Broker/Dealer:    LPL Financial
States Licensed in:    CO, CA, GA, MA, ND, TX
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    10
Work Experience:    I am an independent wealth advisor and Cerified Financial Planner (CFP) with over 25 years of Wall Street experience. I begin my career working in New York as a bond and stock trader. I am currently President of Asbury Wealth Partners, a full service financial planning and investment advisory firm. I offer a unique Wall Street perspective towards personal finance.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
 

Education

Academic Background
 
Bachelor of Science, Finance - San Diego State University
 

Services

Investment Types:    Mutual Funds, International Investments & Structured Products, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Video Conference, At your home, At my office, Via phone, Via email, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, CERTIFIED FINANCIAL PLANNER (CFP®)
Securities Licenses:    Series 63, Series 66, Series 7, Series 24
Insurance and Annuity Licenses:    Health, Variable Life, Disability, Annuity, Life, Variable Annuity
 

Firm Information

Firm's Number of Clients:    75
Firm's Number of Planning Clients:    75
Firm's Number of Managed Clients:    75
Assets Managed by Firm:    $45,000,000
Advisor's Number of Clients:    75
Advisor's Number of Managed Clients:    75
Advisor's Number of Planning Clients:    75
Assets Managed by Advisor:    $45,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1%-2%
Hourly Rate:    $125
Flat Fee Rate:    $500
Additional Details on Charges:    Fee is determined by client goals and objectives
Minimum Fee Charged for Managed Accounts:    1%
Minimum Fee Charged for Hourly Planning Accounts:    $500
Minimum Fee Charged for Flat Fee Accounts:    $500
 
 
 
Prepared By: Paul OHara

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