Kenneth O'leary
Kenneth O'leary is a CFP-designated registered investment advisor at Surepath Financial Services, LLC, based in Woodstock, GA, with 27 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 122 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $500.0M | 1.25% |
| $500M+ | 1.00% |
The annual fee may be negotiable in very limited circumstances.
Fee Estimator
Location
3380 Trickum Road, Building 100, Suite 100, Woodstock, GA, 30188-3681
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is an insurance agent for various carriers, dedicating minimal time to selling non-securities insurance products. He also sells nutrition products and offers the business opportunity to others, spends minimal time as owner of a rental property, and owns a franchise that sells do-it-yourself trust software.
Employment History
Current Registrations
Surepath Financial Services, LLC
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.