Donna Chaney
Chaney Financial Services · Pasadena, California
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.
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Who they serve
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Chaney Financial Services |
|---|---|
| Based in | Pasadena, California |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $36.5M across 96 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA · CRD 4769864 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.chaneyfinancialservicesinc.com |
| Profile |
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Questions about Donna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Chaney Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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