Donna McConnell
HeadInvest · Portland, Maine
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | HeadInvest |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $891.8M across 1,107 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 2337529 |
| Exams passed | Series 63 (1994) · Series 65 (2003) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.headinvest.com |
How Donna's firm compares
- HeadInvest's average account is about $806,000, from its Form ADV (assets managed divided by 1,107 accounts).
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Questions about Donna
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.
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
- HeadInvest 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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