Maureen Donahue
Yardley Wealth Management · Yardley, Pennsylvania
Maureen Donahue is a fee-only financial advisor at Yardley Wealth Management in Yardley, Pennsylvania, who holds the CFP credential. Yardley Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Yardley Wealth Management |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $231.6M across 571 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6185503 |
| Exams passed | Series 63 (2014) · Series 66 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.yardleywealth.net |
How Maureen's firm compares
- Yardley Wealth Management's average account is about $406,000, from its Form ADV (assets managed divided by 571 accounts).
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Questions about Maureen
Is Maureen Donahue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maureen holds no broker registration, and Yardley Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maureen charge for financial advice?
Maureen's firm, Yardley Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Maureen Donahue based?
Maureen Donahue is based in Yardley, Pennsylvania.
What credentials does Maureen Donahue hold?
Maureen Donahue holds the CFP credential.
Is Maureen Donahue registered with the SEC?
Yes. Maureen Donahue is registered as an investment adviser representative in PA (CRD 6185503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yardley Wealth Management manage?
Yardley Wealth Management reports $231.6M across 571 accounts in assets under management.
How do I contact Maureen Donahue?
Through Maureen's website, www.yardleywealth.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Yardley
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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