Donald St. Clair
ST. Clair Financial · Roseville, California
Donald St. Clair is a fee-only financial advisor at ST. Clair Financial in Roseville, California, who holds the CFP credential. ST. Clair Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | ST. Clair Financial |
|---|---|
| Based in | Roseville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $141.3M across 282 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2478175 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.donstclair.com |
How Donald's firm compares
- ST. Clair Financial's average account is about $501,000, from its Form ADV (assets managed divided by 282 accounts).
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Questions about Donald
Is Donald St. Clair a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and ST. Clair Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, ST. Clair Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald St. Clair based?
Donald St. Clair is based in Roseville, California.
What credentials does Donald St. Clair hold?
Donald St. Clair holds the CFP credential.
Is Donald St. Clair registered with the SEC?
Yes. Donald St. Clair is registered as an investment adviser representative in CA and TX (CRD 2478175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ST. Clair Financial manage?
ST. Clair Financial reports $141.3M across 282 accounts in assets under management.
How do I contact Donald St. Clair?
Through Donald's website, www.donstclair.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roseville
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.
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