Marcus O'BrienCFA · CFP®
Senior Portfolio Manager · Gulf Coast Wealth Partners · Houston, TX
★★★★★ 4.6(58+ client reviews)
Fee
0.90%
Fee-based
Minimum
$500k
to start
Experience
19 yrs
advising clients
Response
within 1 business day
typical reply
About Marcus
Marcus has spent nineteen years advising Houston energy executives whose compensation arrives as a tangle of deferred comp, restricted shares, and pension elections. His specialty is the transition event: the retirement package, the company sale, the year everything becomes liquid at once.
Clients get an investment committee-run portfolio and a planner who has seen their exact contract structure before.
Specialties & services
- Deferred-comp and pension-election planning
- Concentrated-stock exit strategies
- Business-sale transition planning
Best for
Energy-industry executives and business owners
Sound like you? Smart move: compare Marcus against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Marcus's availability alongside the alternatives — free.
Frequently asked about Marcus O'Brien
What are Marcus O'Brien's fees?
Marcus O'Brien of Gulf Coast Wealth Partners publishes a fee of 0.90% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Marcus O'Brien's account minimum?
Gulf Coast Wealth Partners lists a minimum of $500k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Marcus O'Brien a fiduciary?
Marcus O'Brien operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Marcus work with clients outside Houston?
Gulf Coast Wealth Partners primarily serves clients in and around Houston, TX, with in-person meetings. If you're elsewhere, the matcher can find comparable advisors who work virtually.
How do I book a call with Marcus O'Brien?
Use the free AdvisoryReviews matcher to check Marcus's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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