Thomas Donnelly
Thomas Donnelly is a CFP-designated registered investment advisor at Donnelly Investments, based in West Hollywood, CA, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 64 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum fee of $10,000 may be negotiable based on the size and service requirements of the relationship.
Fee Estimator
Contact
Thomas Donnelly
Location
West Hollywood, CA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2019Judgment / Lien
June 2017Employment History
Current Registrations
Donnelly Investments
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
Adviceperiod, LLC
Calamus Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Thomas Donnelly, JD, CFP®, is the founder of Donnelly Investments, a California-based registered investment advisor serving a select group of high-net-worth clients. He specializes in building high-conviction portfolios for the AI economy.Thomas previously advised clients at Gerber Kawasaki, AdvicePeriod, and Calamus Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a J.D. from Saint Louis University School of Law.Based in Los Angeles, Thomas lives with his partner of 20 years and their dog, and is a member of the Academy of Magical Arts at the world-famous Magic Castle.About Donnelly InvestmentsOur clients don’t hire us for market-average results. They hire us for focused exposure to the unprecedented opportunities offered by the companies developing the future economy. Every portfolio is custom-built from the ground up, reflecting each client’s unique objectives and our proprietary research.Our approach is highly selective, long-term, and rooted in deep fundamental research with a willingness to embrace volatility to maximize long term returns. We strategically lean in during periods of market dislocation, building concentrated positions in exceptional companies rather than watered-down index exposure.We believe true wealth management goes beyond chasing benchmarks. By aligning portfolios with the most innovative companies in AI, cloud computing, semiconductors, and other high-growth sectors, we help clients capture opportunities that broad-market strategies often miss.