# Michael O'Donnell

> Michael O'Donnell is a fee-only financial advisor at Evergreen Advisors in Chattanooga, Tennessee, who holds the CFP credential. Michael charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/michael-o-donnell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Evergreen Advisors
- **Based in:** Chattanooga, Tennessee
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $522.8M across 1,440 accounts
- **Credentials:** CFP
- **CRD:** 5208004 (https://adviserinfo.sec.gov/individual/summary/5208004)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.evergreenadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Evergreen Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael charges a percentage of assets.

### How much does Michael charge?

According to Evergreen Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Michael O'Donnell based?

Michael O'Donnell is based in Chattanooga, Tennessee.

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

Michael O'Donnell holds the CFP credential.

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

Yes. Michael O'Donnell is registered as an investment adviser representative in TN (CRD 5208004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evergreen Advisors manage?

Evergreen Advisors reports $522.8M across 1,440 accounts in assets under management.

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

Through Michael's website, www.evergreenadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5208004): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.evergreenadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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