# Stephen McDonnell

> Stephen McDonnell is a fee-only financial advisor at Mcdonnell Financial Services in Pasadena, California. Mcdonnell Financial Services reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Mcdonnell Financial Services
- **Based in:** Pasadena, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $9.7M across 6 accounts
- **CRD:** 6595632 (https://adviserinfo.sec.gov/individual/summary/6595632)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Stephen McDonnell a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, Mcdonnell Financial Services, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Stephen McDonnell based?

Stephen McDonnell is based in Pasadena, California.

### Is Stephen McDonnell registered with the SEC?

Yes. Stephen McDonnell is registered as an investment adviser representative in CA (CRD 6595632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mcdonnell Financial Services manage?

Mcdonnell Financial Services reports $9.7M across 6 accounts in assets under management.

### How do I contact Stephen McDonnell?

Contact details aren't on file yet. Search for Mcdonnell Financial Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6595632): 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.