O’Donnell Financial Services is a registered investment advisor founded in 2015 and based in San Rafael, California. The firm offers wrap asset management, financial planning, consulting, and retirement planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. For investment management, O’Donnell Financial Services creates portfolios and may use third-party sub-advisors to help implement them. Financial planning and consulting services help clients set and achieve their financial goals through executive summaries and recommendations regarding investments, wills, trusts, insurance, retirement savings, and education or charitable programs. Additionally, O’Donnell Financial Services provides retirement planning and consulting services to employer-sponsored retirement plans. The firm emphasizes personalized advice tailored to each client's specific financial situation, goals, risk tolerance, and time horizon.
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.