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Devon Frances Mcardle

Advisor at McDonald Partners LLC — Ann Arbor, MI 3055 Miller Rd

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Ann Arbor, MI 48103

McDonald Partners LLC logo

McDonald Partners LLC

Team

Total advisors

24

Across 14 offices

Clients per advisor

47 Typical

Avg AUM per client

$863,409 Typical

HNW client ratio

26% Typical

About

Devon Mcardle is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2008. McDonald Partners LLC serves individual investors across wealth levels as well as institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside third-party portfolio strategies.

Client services

Based on McDonald Partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on McDonald Partners LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on McDonald Partners LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on McDonald Partners LLC

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

One-time financial planning flat fee determined by Financial Advisor based on complexity.

Percentage

$0 - $500,000: 1.75% annually (Fixed Income Only Accounts) $500,001 - $1,050,000: 1.25% annually (Fixed Income Only Accounts) $1,050,001 - $2,050,000: 1.00% annually (Fixed Income Only Accounts) $2,050,001+: 0.75% annually (Fixed Income Only Accounts) $0 - $500,000: 3.00% annually (Equity/Balanced Accounts) $500,001 - $1,050,000: 2.50% annually (Equity/Balanced Accounts) $1,050,001 - $2,050,000: 2.00% annually (Equity/Balanced Accounts) $2,050,001+: 1.50% annually (Equity/Balanced Accounts)

Commissions

Commissions on option trades: $9.00 per trade plus $0.50 per option contract (minimum $3.00); Commissions on Michigan municipal tax-free bonds; Selling concessions on new issue securities and secondary offerings.

Performance-based

Carried interest and performance fees related to private funds as disclosed in offering documents; fees waived until advisory fees equal or exceed placement fees.

Subscriptions

Subscription-based financial planning fees: $4,000 to $10,000 annually depending on clientship level.

Other

Account minimum: $5,000 Fee-only: One-time financial planning fees are flat fees determined by Financial Advisor based on complexity; Subscription financial planning fees are $4,000 (Foundation), $7,500 (Growth), $10,000 (Legacy) annually.

Location

See office

Ann Arbor, MI 3055 Miller Rd

3055 Miller Rd

Ann Arbor MI 48103

Advisors at this office

1

Most active in

Indiana · Michigan · Ohio

Work history

26 years of industry experience

Thomas Mcdonald Partners, Llc

2008 - Present • 18 years

Maumee, OH

FIFTH THIRD SECURITIES, Inc.

2007 - 2008 • 1 year

MI

KeyBanc Capital Markets Inc.

2004 - 2005 • 1 year

Birmingham, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo entities since 2009 and spent seven years with Stifel Nicolaus & Co Inc. Henry serves on the advisory council for a children's hospital, participating in event planning. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner
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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

A B L E Wealth Management Solutions Llc

Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Samuel F

Series 66

Ann Arbor, MI

Fineberg Wealth Management, LLC

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Options & derivatives strategies Concentrated stock management
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