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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2020
- Office Locations
- 1
Office Locations
About Beingfit Financial
BeingFIT Financial is an independent, fee-only fiduciary RIA led by CFP professional and IRS Enrolled Agent Kerry O'Brien. The firm provides holistic financial planning, tax-aware advice, and goal-based portfolio management for individuals and families, including business owners and clients with equity compensation or real estate decisions. Investment approach emphasizes simple, low-cost portfolios, often using ETFs and high-quality bonds.
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Owner & Executives
KERRY ANN O'BRIEN
Chief Compliance Officer, Founder, Tax Advisor
- CRD
- #5577494
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,233,143 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,233,143 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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