# Patrick McDonnal

> Patrick McDonnal is a fee-only financial advisor at Tamarind Financial Planning in San Jose, California, who holds the CFP credential. Tamarind Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-mcdonnal/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tamarind Financial Planning
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Credentials:** CFP
- **CRD:** 8142698 (https://adviserinfo.sec.gov/individual/summary/8142698)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://tamarindfinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Tamarind Financial Planning 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, Tamarind Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick McDonnal based?

Patrick McDonnal is based in San Jose, California.

### What credentials does Patrick McDonnal hold?

Patrick McDonnal holds the CFP credential.

### Is Patrick McDonnal registered with the SEC?

Yes. Patrick McDonnal is registered as an investment adviser representative in CA and TX (CRD 8142698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Patrick McDonnal?

Through Patrick's website, tamarindfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8142698): 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

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