Advisor at Tamarind Financial Planning
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Firm
Tamarind Financial Planning
Location
San Mateo, CA 94403
Credentials
Series 65
Industry experience
< 1 year
Patrick Mc Donnal is a financial advisor at Tamarind Financial Planning in San Jose, CA. He holds a Series 65 credential and has been with the firm since 2024. Outside of his advisory role, he coaches athletic teams at Leigh High School and works as an applications engineer at Indicate Technologies, which specializes in dimensional metrology and 3D scanning. Tamarind Financial Planning serves individual clients, including both high-net-worth and non-HNW individuals, offering fee-only financial planning, portfolio reviews, project-based advice, and pension consulting. The firm emphasizes asset allocation based on Modern Portfolio Theory and relies on third-party sub-advisers for discretionary portfolio management.
Based on Tamarind Financial Planning
Based on Tamarind Financial Planning
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Project-based financial advice charged on an hourly basis up to $600/hour with a minimum 3 hours.
Account minimum: $1,000,000 (minimum annual fee waived if client has at least $1,000,000 under management) Minimum fee: Minimum annual fee of $10,000 for clients receiving both financial planning and investment management services, applied quarterly and charged in advance. This minimum fee may be waived if client has at least $1,000,000 under management. Fee-only: Financial planning services offered on a fee-only basis, including one-time plan development fees of $4,000 - $10,000 and ongoing planning fees between $4,000 and $10,000 annually.
1900 S. Norfolk St, Suite 350
San Mateo, CA 94403
California
Tamarind Financial Planning
2024 - Present (2 years)
Leigh High School
2018 - Present (8 years)
Indicate Technologies
2017 - Present (9 years)
California Polytechnic State University
2012 - 2016 (4 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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