Patrick McDonnal
Tamarind Financial Planning · San Jose, California
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.
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Facts
| Firm | Tamarind Financial Planning |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 8142698 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | tamarindfinancial.com |
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Questions about Patrick
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.
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
- 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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