# Jack O'Donnell

> Jack O'Donnell is a fee-only financial advisor at JRO Wealth Management in San Diego, California, who holds the CFP and EA credentials. Jack focuses on retirement planning and tax planning. JRO Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jack-odonnell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** JRO Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.7M across 30 accounts
- **Credentials:** CFP, EA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6697938 (https://adviserinfo.sec.gov/individual/summary/6697938)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jrowealthmanagement.com

## Frequently asked questions

### Is Jack O'Donnell a fee-only financial advisor?

Yes. Jack O'Donnell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jack's firm.

### How does Jack charge for financial advice?

Jack's firm, JRO Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jack O'Donnell based?

Jack O'Donnell is based in San Diego, California.

### What does Jack specialize in?

Jack's specialties include retirement planning and tax planning. Jack works with retirees and pre-retirees.

### What credentials does Jack O'Donnell hold?

Jack O'Donnell holds the CFP and EA credentials.

### Is Jack O'Donnell registered with the SEC?

Yes. Jack O'Donnell is registered as an investment adviser representative in CA (CRD 6697938), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does JRO Wealth Management manage?

JRO Wealth Management reports $7.7M across 30 accounts in assets under management.

### How do I contact Jack O'Donnell?

Through Jack's website, jrowealthmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51595): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://jrowealthmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.