Donna Zanetti
Pennsylvania Capital Management · Huntingdon Valley, Pennsylvania
Donna Zanetti is a fee-only financial advisor at Pennsylvania Capital Management in Huntingdon Valley, Pennsylvania. Donna focuses on estate & legacy planning, tax planning and family wealth transfer. Pennsylvania Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Pennsylvania Capital Management |
|---|---|
| Based in | Huntingdon Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $848.6M across 1,045 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1518208 |
| Exams passed | Series 63 (1986) · Series 65 (1995) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | pcmadvisors.com |
| Profile |
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Questions about Donna
Is Donna Zanetti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and Pennsylvania Capital Management 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, Pennsylvania Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donna Zanetti based?
Donna Zanetti is based in Huntingdon Valley, Pennsylvania.
What does Donna specialize in?
Donna's specialties include estate & legacy planning, tax planning, family wealth transfer, retirement planning and small business owners. Donna works with high earners and multi-generational families.
Is Donna Zanetti registered with the SEC?
Yes. Donna Zanetti is registered as an investment adviser representative in PA (CRD 1518208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pennsylvania Capital Management manage?
Pennsylvania Capital Management reports $848.6M across 1,045 accounts in assets under management.
How do I contact Donna Zanetti?
Through Donna's website, pcmadvisors.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
- Pennsylvania Capital Management 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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