KO
CFP

Kevin P Ohanlon

3 Years of Experience

Firm Information

Compensation
N/A
Number of Advisors
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.00%

AUM fee is 0.0% annually. Clients also pay a flat software subscription fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$800 - $2,000/hr

Range Advisory charges a flat subscription fee for access to its software and financial platform, ranging from $49 to $10,000 per year, based on the services offered in each tier. This fee is paid to Range Finance, Inc., which then passes a portion to Range Advisory for advisory services. One-time planning services range from $800 to $2,000. Fees may be adjusted based on the complexity of the client's situation.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

Hoboken, NJ

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Regulatory History
Clean regulatory record

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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Other Business Activities

Kevin works as a contractor for DoorDash, a restaurant/bar/nightclub delivery service, since April 2019. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Range Advisory, LLC
February 2025 - Present · 11 mos
Previous Registrations
Morgan Stanley
December 2021 - January 2025 · 3 yrs 1 mo
Morgan Stanley Broker
December 2021 - January 2025 · 3 yrs 1 mo
Equitable Advisors, LLC
September 2021 - September 2021 · 0 mos
Equitable Advisors, LLC Broker
September 2021 - September 2021 · 0 mos
State Registrations5 states
NJNYPATXVA
Advisor
Exams
No exam information available for this advisor.