# Steven McDonough

> Steven McDonough is a fee-only financial advisor at StackStone Wealth in Dubuque, Iowa. Steven focuses on tax planning and estate & legacy planning. StackStone Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-mcdonough/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StackStone Wealth
- **Based in:** Dubuque, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.49B across 7,944 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 6752285 (https://adviserinfo.sec.gov/individual/summary/6752285)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 63 (2018), Series 65 (2017)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** https://stackstone-wealth.com/

## Frequently asked questions

### Is Steven McDonough a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven's firm, StackStone Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Steven work with clients virtually?

Yes. StackStone Wealth says on its website that it works with clients remotely.

### Where is Steven McDonough based?

Steven McDonough is based in Dubuque, Iowa.

### What does Steven specialize in?

Steven's specialties include tax planning and estate & legacy planning.

### Is Steven McDonough registered with the SEC?

Yes. Steven McDonough is registered as an investment adviser representative in IA (CRD 6752285), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StackStone Wealth manage?

StackStone Wealth reports $1.49B across 7,944 accounts in assets under management.

### How do I contact Steven McDonough?

Through Steven's website, stackstone-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6752285): 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
- The firm's website (https://stackstone-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.