Philip O'toole
Philip O'toole is a registered investment advisor at Beacon Financial Advisory LLC, based in Cleveland, OH, with 26 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 1,077 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisory offers two investment management options:
- Wrap Fee Portfolio Management: Fees are a percentage of your portfolio, up to 1.80% annually. The exact fee is negotiable for portfolios over $2,000,001.
- Non-Wrap Portfolio Management: Fees are a percentage of your portfolio, up to 1.61% annually. The exact fee is negotiable for portfolios over $2,000,001.
Location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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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
Philip works as an agent/salesperson for Beacon Financial Partners, selling insurance and annuity products, dedicating about 10-20% of his time. He also works nearly full-time as an IAR for Beacon Financial Advisory, LLC, providing financial advisory and consulting services.
Employment History
Current Registrations
Beacon Financial Advisory LLC
Lincoln InvestmentBroker
Previous Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLCBroker
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
Calamos Financial Services LLCBroker
Hines Real Estate Securities, INC.Broker
Deutsche Investment Management Americas INC.
Scudder Distributors, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations6 states
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.