Donna Chaney is a PFS-designated registered investment advisor at Chaney Financial Services, INC., based in Pasadena, CA, with 22 years of industry experience. Donna 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, High Net Worth, and 4 more. Their firm serves 32 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees apply only to invested positions, not uninvested cash. Fees are billed quarterly in arrears. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Pasadena, CA
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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
Donna owns a duplex located in Pasadena, CA. This activity is not investment-related.
Employment History
Current Registrations
Chaney Financial Services, INC.
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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
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