Mark Donaldson
Providence Financial Advisors · Overland Park, Kansas
Mark Donaldson is a fee-only financial advisor at Providence Financial Advisors in Overland Park, Kansas, who holds the CFA credential. Providence Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Providence Financial Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $428.1M across 559 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS, TX · CRD 2346627 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | pfa-llc.com |
How Mark's firm compares
- Providence Financial Advisors's average account is about $766,000, from its Form ADV (assets managed divided by 559 accounts).
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Questions about Mark
Is Mark Donaldson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Providence Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Providence Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Donaldson based?
Mark Donaldson is based in Overland Park, Kansas.
What credentials does Mark Donaldson hold?
Mark Donaldson holds the CFA credential.
Is Mark Donaldson registered with the SEC?
Yes. Mark Donaldson is registered as an investment adviser representative in KS and TX (CRD 2346627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Providence Financial Advisors manage?
Providence Financial Advisors reports $428.1M across 559 accounts in assets under management.
How do I contact Mark Donaldson?
Through Mark's website, pfa-llc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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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