# Donna McConnell

> Donna McConnell is a fee-only financial advisor at HeadInvest in Portland, Maine. Donna focuses on retirement planning, estate & legacy planning and tax planning. HeadInvest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** HeadInvest
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $891.8M across 1,107 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2337529 (https://adviserinfo.sec.gov/individual/summary/2337529)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 63 (1994), Series 65 (2003)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.headinvest.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and HeadInvest 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's firm, HeadInvest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donna McConnell based?

Donna McConnell is based in Portland, Maine.

### What does Donna specialize in?

Donna's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Donna works with multi-generational families.

### Is Donna McConnell registered with the SEC?

Yes. Donna McConnell is registered as an investment adviser representative in ME and TX (CRD 2337529), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HeadInvest manage?

HeadInvest reports $891.8M across 1,107 accounts in assets under management.

### How do I contact Donna McConnell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2337529): 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://headinvest.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.