Advisor at The O'Donnell Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The O'Donnell Group
Location
Chico, CA 95928
Credentials
CFP®, Series 66
Industry experience
22 years
Michael O'Donnell is a CFP® with 22 years of industry experience. He is the managing member of The O'Donnell Group and has worked at Chico Wealth LLC since 2012. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018. O'Donnell serves on the board of the Enloe Foundation, assisting with hospital fundraising activities. The O'Donnell Group provides discretionary investment supervisory services and financial planning primarily for high-net-worth individuals and pension/retirement plans. The firm’s investment approach is based on Modern Portfolio Theory and factor-based analysis, managing accounts on a discretionary basis with quarterly reviews and a focus on long-term strategies.
Fixed fees between $5,000 and $50,000 for financial planning
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
$350 per hour for financial planning
Account minimum: $1,000,000 Fee-only: Fixed fees between $5,000 and $50,000 for financial planning
555 Main Street, Suite 400
Chico, CA 95928
California
Chico Wealth LLC
2012 - Present (14 years)
Purshe kaplan Sterling Investments
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Chico, CA
JML Investments LLC
Series 65
Chico, CA
Murray Financial Services, Inc.
Series 65
Chico, CA
Spelts Wealth Management, Inc.
CFP®, Series 66
Chico, CA
Waller Financial Coaching
Series 63, Series 66
Chico, CA
Murray Financial Services, Inc.
CFP®, Series 66
Chico, CA
The O'Donnell Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")