Thomas Lane
O'donnell Wealth Management · Cody, Wyoming
Thomas Lane is a fee-only financial advisor at O'donnell Wealth Management in Cody, Wyoming. O'donnell Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | O'donnell Wealth Management |
|---|---|
| Based in | Cody, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $123.3M across 354 accounts |
| SEC registration | Investment adviser representative in MT, WY · CRD 8283001 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | odonnellwm.com |
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Questions about Thomas
Is Thomas Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and O'donnell Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, O'donnell Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Lane based?
Thomas Lane is based in Cody, Wyoming.
Is Thomas Lane registered with the SEC?
Yes. Thomas Lane is registered as an investment adviser representative in MT and WY (CRD 8283001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'donnell Wealth Management manage?
O'donnell Wealth Management reports $123.3M across 354 accounts in assets under management.
How do I contact Thomas Lane?
Through Thomas's website, odonnellwm.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
- 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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