Beth Verdekal is a registered investment advisor at O'donnell Financial Services, LLC, based in San Rafael, CA. Beth 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
Get directionsHistory
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
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.