William O'Donnell
Donal Fiduciaries · Sout Boston, Massachusetts
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.
Request an introduction to William →
Facts
| Firm | Donal Fiduciaries |
|---|---|
| Based in | Sout Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $3M across 11 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2025490 |
| Exams passed | Series 63 (1990) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
How William's firm compares
- Donal Fiduciaries's average account is about $273,000, from its Form ADV (assets managed divided by 11 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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.
See something wrong? Request a correction. Read our methodology.