Patrick Donnelly
Donnelly Financial Services · Rock Tavern, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $19.7M across 57 accounts |
| SEC registration | Investment adviser representative in NY, PA · CRD 7422863 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | donnellyfinancialservices.com |
| Profile |
How Patrick's firm compares
- Donnelly Financial Services's average account is about $346,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Patrick
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.
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
- Donnelly Financial Services 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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