Michael O'Donnell
Evergreen Advisors · Chattanooga, Tennessee
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).
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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 | $522.8M across 1,440 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 5208004 |
| Exams passed | Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.evergreenadvisors.com |
How Michael's firm compares
- Evergreen Advisors's average account is about $363,000, from its Form ADV (assets managed divided by 1,440 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Evergreen Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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