Spencer Odonnell
Spencer Odonnell is a registered investment advisor at O'donnell Financial Services, LLC, based in San Rafael, CA, with 1 years of industry experience. Spencer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 995 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O’Donnell Financial Services provides investment management through a wrap fee program, where the management fee is bundled into a single fee that covers transaction costs. For specific fee schedules and percentages, clients must refer to the separate Wrap Fee Program Brochure (Part 2A, Appendix 1), as the main brochure directs fee details there.
Location
1101 Fifth Ave., Suite 150, San Rafael, CA, 94901
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Spencer works as an employee providing administrative support for O'Donnell Financial Services LLC, an outside registered investment advisor. This takes about a quarter of his time.
Employment History
Current Registrations
O'donnell Financial Services, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
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
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