Mark Donaldson
Mark Donaldson is a CFA-designated registered investment advisor at Providence Financial Advisors, LLC, based in Prairie Village, KS, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 186 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated prior to the engagement and generally range from 1.50% to 0.25% depending on service level, portfolio size, location, and complexity.
Fee Estimator
Location
Prairie Village, KS
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark operates a regulatory compliance consulting practice based in Kansas City since 2008. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Providence Financial Advisors, LLC
Previous Registrations
Advisor One, LLC
Vsr Advisory Services
Demarche Associates INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- John Jacoby, CFPEdward Jones
- Julia Bartak, CFPEdward Jones
- Mollie Stephens, CFPEdward Jones
- Justin Scicluna, CFP, ChFCEdward Jones
- Christian Bradley, CFPForum Financial Management, LP
- Jeffrey Shore, CFPEdward Jones