Odyssey Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Odyssey Financial Services LLC offers investment management and financial planning to individual investors and small businesses, providing portfolio construction, optional discretionary account management, and written financial plans. The firm’s Form ADV shows no client assets as of January 15, 2026, and states it imposes no account minimums.
The firm’s process begins with a client risk assessment to build an asset allocation that primarily uses U.S. equities and bonds, and accounts are subject to periodic reviews and rebalancing on an annual, bi‑annual or quarterly basis; clients may impose reasonable restrictions and choose discretionary or non‑discretionary arrangements. Fee arrangements combine flat assessment charges for plan and portfolio creation with an hourly rate for ongoing meetings and revisions, while discretionary management is billed separately as a stated percentage of assets when used.
Noteworthy distinctions relative to many investment managers include the firm’s reliance on flat and hourly billing for ongoing advice rather than solely on percentage‑of‑AUM fees, and its explicit focus on serving individual, non‑high‑net‑worth clients and small businesses. The brochure also discloses that the firm’s principal maintains concurrent software engineering employment and that the adviser recommends a range of retail and institutional custodians, facts that may bear on adviser availability and operational capacity.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Financial Planning plan creation fee: $1000; Investment Portfolio creation fee: $600.
$75 per hour for financial planning and investment management re-evaluation and meetings.
Fee-only: Financial Planning: $1000 flat fee for plan creation; $75 hourly for re-evaluation and additional meetings. Investment Management: $600 flat fee for portfolio creation; $75 hourly for additional meetings. Discretionary Management: typically 0.5% of total managed assets billed annually.
Main office location
Odyssey Financial Services LLC
Los Angeles CA, United States
Number of offices
1
Most active in
Odyssey Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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