Odyssey Personal Financial Advisors, LLC

Odyssey Personal Financial Advisors, LLC, based in Roswell, Georgia, was established in 2007 and registered as an investment advisor with the SEC in 2022. The firm offers tailored investment advisory and financial planning services to individuals, families, and businesses, including retirement plan consulting. Clients have the option to engage in discretionary investment advisory services through third-party Sub-Advisors. The firm's fee structure is percentage-based, with fees ranging from 0.80% to 1.60% based on the portfolio value. Financial planning services are offered on an hourly or fixed fee basis, with fees not exceeding $600 per hour or $10,000 for fixed engagements. Odyssey does not charge performance-based fees or participate in wrap fee programs. The firm does not receive soft dollar benefits and does not recommend specific securities. Clients' assets are held by a qualified custodian, and the firm has full investment discretion but does not vote on client securities. Odyssey maintains a Code of Ethics, ensuring the protection of client interests and adherence to professional standards. The firm's privacy policy emphasizes the confidentiality and safeguarding of client information. For more details, clients can contact Odyssey at (770) 992-4444 or [email protected].