Kyle Ladd is a registered investment advisor at O'donnell Financial Services, LLC, based in San Rafael, CA, with 12 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 918 clients with $340M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Planning & Consulting: Flat fees range from $1,500 to $10,000, or $450 per hour for financial advisors, $200 per hour for para-planners, and $85 per hour for administrative time.
- Retirement Planning Services: Flat fees range from $750 to $10,000 annually for ongoing services, or $350 per hour.
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 →Employment History
Current Registrations
O'donnell Financial Services, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Independent Financial Group, LLCBroker
O'donnell Financial Services, LLC
Securities America, INC.Broker
NFP Advisor Services, LLCBroker
NFP Advisor Services, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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