O'donnell Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Our hourly fees are $450 for financial advisors, $200 per hour for para-planners and $85 for administrative time.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How O'donnell Financial Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For ongoing consulting services, fees will be billed quarterly via invoice to the client and shall be paid within ten (10) days of the invoice date.”
• “The client will be invoiced directly for the fees.”
• “If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to the client.”

How O'donnell Financial Services, LLC’s fees compare

• Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 10 other planners in San Rafael that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About O'donnell Financial Services, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

995

Employees

12

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$427,050,449

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172520

Website

facebook.com/odonnellfinancial (opens in new tab)

Phone

(866) 496-2300

Can advise clients in 6 states: Arizona, California, Idaho, Nevada, Oregon, Texas

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr

Compare all 26 planners in San Rafael