O'Hagan Group, INC.
Bethlehem, PA·SEC-registered · CRD #315389
O'Hagan Group, INC. is an SEC-registered investment advisory firm in Bethlehem, PA managing $1.2B across 1.6k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.6k
Advisory staff
10
Fee model
Fee-only
How O'Hagan Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL O'HAGAN GROUP, INC.
See how O'Hagan compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with O'Hagan Group, INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with O'Hagan Group, INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about O'Hagan Group, INC.
How much does O'Hagan Group, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), O'Hagan Group, INC. reports $1.2B in regulatory assets under management across roughly 1.6k client accounts.
How does O'Hagan Group, INC. charge?
O'Hagan Group, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is O'Hagan Group, INC. a fiduciary?
Yes. O'Hagan Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #315389), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is O'Hagan Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks O'Hagan Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethlehem, PA
Profile compiled from O'Hagan Group, INC.'s public SEC Form ADV filing (CRD #315389, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of O'Hagan Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with O'Hagan Group, INC.? Claim this profile.