John O'callaghan is a CFP-designated registered investment advisor at Nectarine, based in Severna Park, MD, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 4 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Contact
John O'callaghan
Location
Severna Park, MD
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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.
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John is an independent contractor for Williams Asset Management, an investment-related RIA, since January 2024. He spends about 60% of his time during trading hours training new paraplanners, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Nectarine
Impact Financial Life Planning LLC
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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