# Jerry McDonnell

> Jerry McDonnell is a fee-only financial advisor at Keen Capital in Westminster, Colorado. Jerry focuses on retirement planning, equity compensation and estate & legacy planning. Keen Capital reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Keen Capital
- **Based in:** Westminster, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $149.7M across 295 accounts
- **Specialties:** Retirement planning, Equity compensation, Estate & legacy planning, Tax planning
- **CRD:** 2326191 (https://adviserinfo.sec.gov/individual/summary/2326191)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1994), Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.keencapital.net

## Frequently asked questions

### Is Jerry McDonnell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Keen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jerry charge for financial advice?

Jerry's firm, Keen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jerry McDonnell based?

Jerry McDonnell is based in Westminster, Colorado.

### What does Jerry specialize in?

Jerry's specialties include retirement planning, equity compensation, estate & legacy planning and tax planning.

### Is Jerry McDonnell registered with the SEC?

Yes. Jerry McDonnell is registered as an investment adviser representative in CO (CRD 2326191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keen Capital manage?

Keen Capital reports $149.7M across 295 accounts in assets under management.

### How do I contact Jerry McDonnell?

Through Jerry's website, www.keencapital.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2326191): 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://www.keencapital.net/): 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.