Ryan Odonnell is a registered investment advisor at O'donnell Wealth Management, based in Cody, WY, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 211 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable. Employees and their family related accounts are charged a reduced fee for our services. These fees are not negotiable.
Fee Estimator
Location
627 Yellowstone Avenue, Cody, WY, 82414
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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
Ryan operates O'Donnell Wealth Management as a DBA for his LPL business and as a registered investment advisor, dedicating full-time hours to these activities. He also works as a freelance voice talent, spending minimal time on this endeavor.
Employment History
Current Registrations
O'donnell Wealth Management
LPL Financial LLCBroker
State Registrations2 states
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