Spencer Odonnell is a registered investment advisor at O'donnell Financial Services, LLC, based in San Diego, CA, with 1 years of industry experience. Spencer 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
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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, LLC
Independent Financial Group, LLCBroker
State Registrations1 state
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