# Patrick Donnelly

> Patrick Donnelly is a fee-only financial advisor at Donnelly Financial Services in Rock Tavern, New York. Patrick focuses on retirement planning and tax planning. Donnelly Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Donnelly Financial Services
- **Based in:** Rock Tavern, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19.7M across 57 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7422863 (https://adviserinfo.sec.gov/individual/summary/7422863)
- **SEC registration:** Investment adviser representative in NY, PA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://donnellyfinancialservices.com

## Frequently asked questions

### Is Patrick Donnelly a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick's firm, Donnelly Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick Donnelly based?

Patrick Donnelly is based in Rock Tavern, New York.

### What does Patrick specialize in?

Patrick's specialties include retirement planning and tax planning. Patrick works with retirees and pre-retirees.

### Is Patrick Donnelly registered with the SEC?

Yes. Patrick Donnelly is registered as an investment adviser representative in NY and PA (CRD 7422863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Donnelly Financial Services manage?

Donnelly Financial Services reports $19.7M across 57 accounts in assets under management.

### How do I contact Patrick Donnelly?

Through Patrick's website, donnellyfinancialservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7422863): 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://donnellyfinancialservices.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.