# William O'Donnell

> William O'Donnell is a fee-only financial advisor at Donal Fiduciaries in Sout Boston, Massachusetts. Donal Fiduciaries reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-o-donnell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Donal Fiduciaries
- **Based in:** Sout Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $3M across 11 accounts
- **CRD:** 2025490 (https://adviserinfo.sec.gov/individual/summary/2025490)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1990), Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### How does William charge for financial advice?

William's firm, Donal Fiduciaries, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is William O'Donnell based?

William O'Donnell is based in Sout Boston, Massachusetts.

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

Yes. William O'Donnell is registered as an investment adviser representative in MA (CRD 2025490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Donal Fiduciaries manage?

Donal Fiduciaries reports $3M across 11 accounts in assets under management.

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

Contact details aren't on file yet. Search for Donal Fiduciaries.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2025490): 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

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