O'Donnell Financial Services provides investment advice and financial planning to individuals, families, and businesses. Services include wrap asset management, financial planning, and retirement planning. Financial planning involves creating a plan to help clients achieve their goals. Retirement planning services are offered to employer plan sponsors.
Assets Under Management$340M
Clients918
Advisors6
Avg. per Client$370K
Avg. per Advisor$57M
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.
One-Time Plan:$750 - $10,000
Hourly Rate:$85 - $450/hr
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