# Carrie McDonnell

> Carrie McDonnell is a fee-only financial advisor at One DAY in July in Middlebury, Vermont. One DAY in July reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** One DAY in July
- **Based in:** Middlebury, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.36B across 4,011 accounts
- **CRD:** 7529640 (https://adviserinfo.sec.gov/individual/summary/7529640)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 65 (2022)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://www.eventbrite.com/o/one-day-in-july-34301369503

## Frequently asked questions

### Is Carrie McDonnell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carrie holds no broker registration, and One DAY in July reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carrie charge for financial advice?

Carrie's firm, One DAY in July, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Carrie McDonnell based?

Carrie McDonnell is based in Middlebury, Vermont.

### Is Carrie McDonnell registered with the SEC?

Yes. Carrie McDonnell is registered as an investment adviser representative in VT (CRD 7529640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does One DAY in July manage?

One DAY in July reports $1.36B across 4,011 accounts in assets under management.

### How do I contact Carrie McDonnell?

Through Carrie's website, www.eventbrite.com/o/one-day-in-july-34301369503.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7529640): 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.