Phil McDonnell
JRM Investment Counsel · Omaha, Nebraska
Phil McDonnell is a fee-only financial advisor at JRM Investment Counsel in Omaha, Nebraska, who holds the CFP credential. Phil charges a percentage of assets (0.75% a year on the first tier of assets managed).
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Facts
| Firm | JRM Investment Counsel |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $649.4M across 219 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, NE, TX · CRD 5114897 |
| Exams passed | Series 63 (2006) · Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jrminvestmentcounsel.com |
| Profile |
How Phil's firm compares
- JRM Investment Counsel's average account is about $3.0 million, from its Form ADV (assets managed divided by 219 accounts).
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Questions about Phil
Is Phil McDonnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phil holds no broker registration, and JRM Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phil charge for financial advice?
Phil charges a percentage of assets.
How much does Phil charge?
According to JRM Investment Counsel's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed.
Where is Phil McDonnell based?
Phil McDonnell is based in Omaha, Nebraska.
What credentials does Phil McDonnell hold?
Phil McDonnell holds the CFP credential.
Is Phil McDonnell registered with the SEC?
Yes. Phil McDonnell is registered as an investment adviser representative in IA, NE and TX (CRD 5114897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JRM Investment Counsel manage?
JRM Investment Counsel reports $649.4M across 219 accounts in assets under management.
How do I contact Phil McDonnell?
Through Phil's website, www.jrminvestmentcounsel.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
- JRM Investment Counsel 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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