Mcdonnell Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Additionally, MDFS assesses an hourly fee of $350 / hour.”

Flat or project fee

$50,000

“McDonnell Financial Services may charge a one-time initial fee of $50,000 for financial plan development and presentation.”

Annual fee

$3,500/yr

“In compliance with CCR Section 260.238(j), “lower fees for comparable services may be available from other sources.” McDonnell Financial Services charges an advisory fee “in advance” for a minimum of $3,500 annually or based upon a percentage of the market value of assets being advised by McDonnell Financial Services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mcdonnell Financial Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The refund will be determined by number of days within the billing period assets were managed by MDFS divided by an annual fee on a quarterly basis.”
• “The hourly fee is negotiable at the discretion of the firm principal.”
• “Clients may pay one-half of the fee and the remaining portion (one-half) will be paid upon completion of the service.”

How Mcdonnell Financial Services’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
• 16 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
• Its annual fee of $3,500 is below the California median of $6,250. 26% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 4 other planners in Pasadena that publish an annual fee charge less.

About Mcdonnell Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,702,342

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282462

Phone

(626) 354-9638

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

Compare all 35 planners in Pasadena