Stephen McDonnell
Mcdonnell Financial Services · Pasadena, California
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.
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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 | $9.7M across 6 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6595632 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Stephen's firm compares
- Mcdonnell Financial Services's average account is about $1.6 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Stephen
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.
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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