Steve McConnell
Rain Dog Financial · Bellevue, Washington
Steve McConnell is a fee-only financial advisor at Rain Dog Financial in Bellevue, Washington, who holds the CFP and ChFC credentials. Rain Dog Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Rain Dog Financial |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.8M across 43 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WA · CRD 7828938 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steve's firm compares
- Rain Dog Financial's average account is about $438,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Steve
Is Steve McConnell a fee-only financial advisor?
Yes. Steve McConnell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steve's firm.
How does Steve charge for financial advice?
Steve's firm, Rain Dog Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steve McConnell based?
Steve McConnell is based in Bellevue, Washington.
What credentials does Steve McConnell hold?
Steve McConnell holds the CFP and ChFC credentials.
Is Steve McConnell registered with the SEC?
Yes. Steve McConnell is registered as an investment adviser representative in WA (CRD 7828938), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rain Dog Financial manage?
Rain Dog Financial reports $18.8M across 43 accounts in assets under management.
How do I contact Steve McConnell?
Contact details aren't on file yet. Search for Rain Dog Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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