Tonya Swinnea
Portfolio Design Services · River Falls, Wisconsin
Tonya Swinnea is a fee-only financial advisor at Portfolio Design Services in River Falls, Wisconsin. Portfolio Design Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Portfolio Design Services |
|---|---|
| Based in | River Falls, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.8M across 530 accounts |
| SEC registration | Investment adviser representative in TX, VI · CRD 1137573 |
| Exams passed | Series 63 (1990) · Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pdsadvisers.com |
How Tonya's firm compares
- Portfolio Design Services's average account is about $302,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Tonya
Is Tonya Swinnea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tonya holds no broker registration, and Portfolio Design Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tonya charge for financial advice?
Tonya's firm, Portfolio Design Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tonya Swinnea based?
Tonya Swinnea is based in River Falls, Wisconsin.
Is Tonya Swinnea registered with the SEC?
Yes. Tonya Swinnea is registered as an investment adviser representative in TX and VI (CRD 1137573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Design Services manage?
Portfolio Design Services reports $159.8M across 530 accounts in assets under management.
How do I contact Tonya Swinnea?
Through Tonya's website, www.pdsadvisers.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
- 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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