Advisor at MSH Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MSH Capital Advisors LLC
Location
Scottsdale, AZ 85255-7153
Credentials
Series 63, Series 65
Industry experience
9 years
Andrea Donaldson is a financial advisor at MSH Capital Advisors LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Lockton Investment Advisors and Henry+Horne Wealth Management. Andrea also serves as Executive Vice President for retirement plans at MSH Capital Advisors. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion through a team of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, and access to third-party managers.
Based on MSH Capital Advisors LLC
Based on MSH Capital Advisors LLC
Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.
Up to 2.50% annually (negotiated client-by-client basis, maximum fee)
Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.
Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.
Account minimum: $5,000
23350 N Pima Road
Scottsdale, AZ 85255-7153
Arizona
M.S. Howells & Co.
2023 - Present (3 years)
MSH Capital Advisors
2023 - Present (3 years)
InterOcean Capital Group, LLC
2022 - 2023 (1 year)
M. S. Howells & Co
2021 - 2022 (1 year)
Henry+Horne Wealth Management
2020 - 2022 (2 years)
Lockton Investment Advisors LLC
2018 - 2020 (2 years)
Lockton Financial Advisors, LLC
2018 - 2020 (2 years)
Lockton Companies LLC
2018 - 2020 (2 years)
WealthPlan Advisors
2017 - 2018 (1 year)
Lincoln Financial Distributors
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
PFS™, Series 66
Phoenix, AZ
Covenant Financial Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")