Thomas Donnelly
Donnelly Investments · West Hollywood, California
Thomas Donnelly is a fee-only financial advisor at Donnelly Investments in West Hollywood, California, who holds the CFP and JD credentials. Thomas focuses on tax planning, estate & legacy planning and family wealth transfer. Donnelly Investments reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Donnelly Investments |
|---|---|
| Based in | West Hollywood, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $54.2M across 168 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in CA, TX · CRD 6550494 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | donnelly.investments |
| Profile |
How Thomas's firm compares
- Donnelly Investments's average account is about $323,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Thomas
Is Thomas Donnelly a fee-only financial advisor?
Yes. Thomas Donnelly 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 Thomas's firm.
How does Thomas charge for financial advice?
Thomas's firm, Donnelly Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Donnelly based?
Thomas Donnelly is based in West Hollywood, California.
What does Thomas specialize in?
Thomas's specialties include tax planning, estate & legacy planning and family wealth transfer. Thomas works with ultra high net worth.
What credentials does Thomas Donnelly hold?
Thomas Donnelly holds the CFP and JD credentials.
Is Thomas Donnelly registered with the SEC?
Yes. Thomas Donnelly is registered as an investment adviser representative in CA and TX (CRD 6550494), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Donnelly Investments manage?
Donnelly Investments reports $54.2M across 168 accounts in assets under management.
How do I contact Thomas Donnelly?
Through Thomas's website, donnelly.investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Donnelly Investments website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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