Owen Mulhern is a CFP-designated registered investment advisor at Financial Coach, based in West Chester, PA, with 25 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 238 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FC Advisory, through Financial Coach and New Wealth Project, offers ongoing financial planning and portfolio management for an annual fee based on the value of your investments.
For Financial Coach (retirement-focused):
- First $1 million — 1.25% per year
- Next $1 - $2 million — 1.00% per year
- Next $2 - $3 million — 0.75% per year
- Next $3 - $5 million — 0.50% per year
- Above $5 million — 0.10% per year
For New Wealth Project (young families):
- First $1 million — 0.75% per year
- Next $1 - $2 million — 0.60% per year
- Next $2 - $3 million — 0.45% per year
- Next $3 - $5 million — 0.30% per year
- Above $5 million — 0.10% per year
- Minimum Annual Advisory Fee — $2,500
Location
940 E. Boot Rd., Suite 101, West Chester, PA, 19380
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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 →Employment History
Current Registrations
Financial Coach
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Directed Services, INC.Broker
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.