McDonell, Mark Robert
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About
McDonell, Mark Robert presents services that combine accounting and advisory work with personal financial planning. The brochure describes fee-only delivery of compiled financial statements, auditing services, tax preparation and planning, and personal financial planning for individuals.
The firm’s materials emphasize professional credentials and a technical approach: the advisor is a CPA and Personal Financial Specialist with graduate and undergraduate degrees in accounting and economics, and provides GAAP-based compilations and audit services alongside tax-aware financial planning. Services are described as oriented toward preparing audit-ready financial information and integrating tax considerations into clients’ financial plans rather than selling commission-based products.
What is distinctive for a firm in this regulatory category is its accounting-centered practice model — offering audits, compilations and tax services in addition to planning — and the explicit focus on producing financial statements used by creditors, investors, outside boards, and government agencies. That combination of CPA/PFS credentials and audit-capable services suggests experience with institutional and governmental reporting needs not commonly emphasized by investment managers.
Client services
Expertise
Fee options
Hourly charges (specific rates not stated)
Fee-only: Fee-only basis (no commissions or contingent payments), specific amounts not stated
Main office
511 Humboldt Street
Santa Rosa CA 95404
Advisors at this office
1
Most active in
California
Also doing business as
Mark Mcdonell, Cpa · Mcdonell, Mark Robert
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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