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
20 years
Ryan O'Donnell is a CFP® professional with 20 years of experience in financial advising. He is affiliated with The O'Donnell Group in Chico, CA, where he has worked since 2009, and also has a role as an independent insurance agent for various companies. His prior experience includes positions at Chico Wealth, LLC and Cambridge Investment Research Advisors, INC. The O'Donnell Group provides discretionary investment supervisory services and financial planning primarily for high-net-worth individuals and pension/retirement plans. The firm employs an investment approach based on Modern Portfolio Theory and factor-based analysis, managing accounts on a discretionary basis with regular portfolio reviews.
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)
The O'Donnell Group
2009 - Present (17 years)
Cambridge Investment Research Advisors, INC
2009 - Present (17 years)
Cambridge investment Research, Inc
2009 - Present (17 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
CFP®, Series 66
Chico, CA
The O'Donnell Group
Series 65
Chico, CA
Murray Financial Services, Inc.
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Spelts Wealth Management, Inc.
CFP®, Series 66
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Waller Financial Coaching
Series 63, Series 66
Chico, CA
Murray Financial Services, Inc.
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