Fee-only adviser · Hingham, MA
O.f.o. Partners, LLC
O.f.o. Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Hingham, Massachusetts. On its latest Form ADV, filed April 1, 2026, it reports $110M in regulatory assets under management, 10 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 297424 · SEC file 801-136025 |
| Office | 18 Shipyard Drive Suite 3D Hingham, MA 02043 |
| Phone | (617) 829-8800 |
| Website | www.ofopartners.com |
| Regulatory assets under management | $110M ($74M discretionary) |
| Individual clients | 0 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Hingham
- Kondracki Advisory, LLC $70M
- Aequitas Investment Advisors, LLC $826M
- Afg Fiduciary Services $166M
- New World Advisors LLC $885M
- Patriot Mullare Associates, Inc $38M
See all 6 fee-only advisers in Hingham →
Nearby
- East Weymouth 1 firm
- Cohasset 3 firms
- Norwell 6 firms
- Braintree 8 firms
- Quincy 1 firm
- Marshfield 2 firms
- Sout Boston 1 firm
- East Boston 1 firm
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