Donna Morrall
Clear Waters Financial Network · Dunedin, Florida
Donna Morrall is a fee-only financial advisor at Clear Waters Financial Network in Dunedin, Florida, who holds the CFP credential. Clear Waters Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clear Waters Financial Network |
|---|---|
| Based in | Dunedin, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $20.5M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5654663 |
| Exams passed | Series 63 (2010) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clearwatersgj.com |
| Profile |
How Donna's firm compares
- Clear Waters Financial Network's average account is about $273,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Donna
Is Donna Morrall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and Clear Waters Financial Network 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, Clear Waters Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donna Morrall based?
Donna Morrall is based in Dunedin, Florida.
What credentials does Donna Morrall hold?
Donna Morrall holds the CFP credential.
Is Donna Morrall registered with the SEC?
Yes. Donna Morrall is registered as an investment adviser representative in CO (CRD 5654663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Waters Financial Network manage?
Clear Waters Financial Network reports $20.5M across 75 accounts in assets under management.
How do I contact Donna Morrall?
Through Donna's website, www.clearwatersgj.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
- 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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