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Kevin P (mi Only) Oreilly

FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC·PHOENIX, Arizona
Series 65Clean record17 years registeredFOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
4425 E. AGAVE ROAD, PHOENIX, AZ 85044CRD# 2236276Firm CRD# 147270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin P (mi Only) Oreilly · PHOENIX, AZ
Registration
CRD #2236276 · FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Nov 2023 – present
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
Nov 2008 – Oct 2023
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 24, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
CRD 147270 · SEC 801-122546
AUM
$128M
Regulatory assets under management
Employees
1
424 client accounts
Services offered by FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Kevin P (mi Only) Oreilly offer?
Kevin P (mi Only) Oreilly specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Kevin P (mi Only) Oreilly's credentials?
Kevin P (mi Only) Oreilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin P (mi Only) Oreilly located?
Kevin P (mi Only) Oreilly is based in PHOENIX, Arizona, working with FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Kevin P (mi Only) Oreilly charge for services?
Kevin P (mi Only) Oreilly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC?
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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