# Donna Chaney

> Donna Chaney is a fee-only financial advisor at Chaney Financial Services in Pasadena, California, who holds the PFS credential. Donna charges a one-time planning fee and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/donna-chaney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chaney Financial Services
- **Based in:** Pasadena, California
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.5M across 96 accounts
- **Credentials:** PFS
- **Works with:** Early-career professionals, Mid-life transitions
- **CRD:** 4769864 (https://adviserinfo.sec.gov/individual/summary/4769864)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.chaneyfinancialservicesinc.com

## Frequently asked questions

### Is Donna Chaney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and Chaney Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donna charge for financial advice?

Donna charges a one-time planning fee and an ongoing planning fee.

### Where is Donna Chaney based?

Donna Chaney is based in Pasadena, California.

### What credentials does Donna Chaney hold?

Donna Chaney holds the PFS credential.

### Is Donna Chaney registered with the SEC?

Yes. Donna Chaney is registered as an investment adviser representative in CA (CRD 4769864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chaney Financial Services manage?

Chaney Financial Services reports $36.5M across 96 accounts in assets under management.

### How do I contact Donna Chaney?

Through Donna's website, www.chaneyfinancialservicesinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4769864): 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
- The firm's website (https://chaneyfinancialservicesinc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.