Steven McDonough
StackStone Wealth · Dubuque, Iowa
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.
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Specialties
Facts
| Firm | StackStone Wealth |
|---|---|
| Based in | Dubuque, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 7,944 accounts |
| SEC registration | Investment adviser representative in IA · CRD 6752285 |
| Exams passed | Series 63 (2018) · Series 65 (2017) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | stackstone-wealth.com |
How Steven's firm compares
- StackStone Wealth's average account is about $188,000, from its Form ADV (assets managed divided by 7,944 accounts).
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Questions about Steven
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.
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
- StackStone Wealth 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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