Fee-only adviser · Morristown, NJ
O'Dowd Asset Management LLC
O'Dowd Asset Management LLC is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Morristown, New Jersey. On its latest Form ADV, filed March 10, 2026, it reports $43M in regulatory assets under management, 69 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Jersey |
|---|---|
| Firm CRD number | 307641 |
| Office | 31 Washington ST. Morristown, NJ 07960 |
| Phone | (973) 214-3987 |
| Website | Not listed |
| Regulatory assets under management | $43M |
| Individual clients | 48 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Morristown
- Simon Quick Advisors, LLC $9.0B
- McRae Capital Management Inc. $795M
- Lavish Financial Planning $35M
- Kiely Capital Management, Inc. $58M
- Pegasus Asset Management Inc $554M
- Blackhill Capital, Inc $2.0B
See all 10 fee-only advisers in Morristown →
Nearby
- Cedar Knolls 2 firms
- Whippany 2 firms
- Mendham 3 firms
- Florham Park 1 firm
- Chatham 1 firm
- Gillette 1 firm
- Basking Ridge 1 firm
- Parsippany 5 firms
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