{
  "crd_number": 172520,
  "slug": "o-donnell-financial-services-llc-san-rafael-ca-172520",
  "primary_business_name": "O'DONNELL FINANCIAL SERVICES, LLC",
  "legal_name": "O'DONNELL FINANCIAL SERVICES, LLC",
  "dbas": [],
  "city": "San Rafael",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-06-26",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 427050449.0,
  "raum_discretionary": 410814381.0,
  "raum_non_discretionary": 16236068.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 98880.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 248195104.0,
      "count": 901
    },
    "pension_profit_sharing": {
      "raum": 691551.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 176643513.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 1421401.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "NV",
    "OR",
    "TX"
  ],
  "websites": [
    "https://facebook.com/ODONNELLFINANCIAL",
    "https://linkedin.com/company/o'donnell-financial",
    "https://linkedin.com/in/odonnellgreg",
    "https://odfigroup.com",
    "https://twitter.com/odfi"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172520",
  "city_as_filed": "SAN RAFAEL",
  "url": "https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520",
  "display_name": "O'Donnell Financial Services, LLC",
  "summary": "O'Donnell Financial Services, LLC is an SEC-registered investment advisory firm in San Rafael, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. O'Donnell Financial Services, LLC (CRD 172520): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is O'Donnell Financial Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), O'Donnell Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does O'Donnell Financial Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $450 an hour (financial planning and consulting services for financial advisors); Hourly rate: $200 an hour (financial planning and consulting services for para-planners); Hourly rate: $85 an hour (financial planning and consulting services for administrative time); Flat fee: $1,500 to $10,000 (financial planning and consulting services); Hourly rate: $350 an hour (retirement planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is O'Donnell Financial Services, LLC located?",
      "a": "O'Donnell Financial Services, LLC's principal office is in San Rafael, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is O'Donnell Financial Services, LLC registered with the SEC or a state?",
      "a": "O'Donnell Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 172520."
    },
    {
      "q": "How much does O'Donnell Financial Services, LLC manage?",
      "a": "O'Donnell Financial Services, LLC reports $427,050,449 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (96% discretionary)."
    },
    {
      "q": "How have O'Donnell Financial Services, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for O'Donnell Financial Services, LLC: Regulatory assets under management: $216,628,159 in the October 2021 data and $427,050,449 in the October 2026 data, up 97%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does O'Donnell Financial Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (901); high net worth individuals (94)."
    },
    {
      "q": "Which custodians does O'Donnell Financial Services, LLC use?",
      "a": "O'Donnell Financial Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does O'Donnell Financial Services, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172520"
    },
    {
      "q": "What changed in O'Donnell Financial Services, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $343,062,235 to $427,050,449 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 216628159.0,
      "total_employees": 8,
      "filing_date": "2021-04-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 302396301.0,
      "total_employees": 5,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 257656873.0,
      "total_employees": 6,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 322715157.0,
      "total_employees": 5,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 343062235.0,
      "total_employees": 9,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 427050449.0,
      "total_employees": 12,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $343,062,235 to $427,050,449 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $450 an hour (financial planning and consulting services for financial advisors)",
      "Hourly rate: $200 an hour (financial planning and consulting services for para-planners)",
      "Hourly rate: $85 an hour (financial planning and consulting services for administrative time)",
      "Flat fee: $1,500 to $10,000 (financial planning and consulting services)",
      "Hourly rate: $350 an hour (retirement planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $450 an hour (financial planning and consulting services for financial advisors)"
        ],
        "quotes": [
          "Our hourly fees are $450 for financial advisors, $ 200 per hour for para -planners and $ 85 for administrative time."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning and consulting services for para-planners)"
        ],
        "quotes": [
          "Our hourly fees are $450 for financial advisors, $ 200 per hour for para -planners and $ 85 for administrative time."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $85 an hour (financial planning and consulting services for administrative time)"
        ],
        "quotes": [
          "Our hourly fees are $450 for financial advisors, $ 200 per hour for para -planners and $ 85 for administrative time."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $10,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Flat fees generally range from $1,500 to $10,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (retirement planning services)"
        ],
        "quotes": [
          "Our hourly fee is $ 350. Our flat fees generally range from $750 to $10,000. Flat fees will be charged annually for ongoing retirement planning services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 450.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services for financial advisors"
        },
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services for para-planners"
        },
        {
          "kind": "hourly",
          "amount": 85.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services for administrative time"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "retirement planning services"
        }
      ]
    },
    "quotes": [
      "Our hourly fees are $450 for financial advisors, $ 200 per hour for para -planners and $ 85 for administrative time.",
      "Our hourly fees are $450 for financial advisors, $ 200 per hour for para -planners and $ 85 for administrative time.",
      "Our hourly fees are $450 for financial advisors, $ 200 per hour for para -planners and $ 85 for administrative time.",
      "Flat fees generally range from $1,500 to $10,000.",
      "Our hourly fee is $ 350. Our flat fees generally range from $750 to $10,000. Flat fees will be charged annually for ongoing retirement planning services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 901,
      "fewer_than_5": false,
      "raum": 248195104.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 176643513.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 691551.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 98880.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1421401.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172520",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}