Donalies Financial Planning, LLC

RIASEC RegisteredEst. 2025

Total AUM

$205M

Discretionary

$205M

100% of AUM

Avg account

$445K

Accounts

460

Employees

5

Advisory reps

4

Firm details

Headquarters: ,
CRD number: 164700
Registered since: January 2, 2025
Website: www.donaliesfp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.27%
Individuals14.73%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Donalies Financial Planning, LLC is an independent, owner-operated Registered Investment Adviser organized as an LLC. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Compensation is flexible: percentage-of-AUM billing sits alongside hourly and fixed-fee arrangements. The firm indicates an active interest in ESG investing and became SEC-registered in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds77%
Exchange Traded Equities13%
US Government Bonds6%
Cash & Cash Equivalents4%

Contacts

3 of 4

Irina Gabidullina
Wealth Management AdvisorCRD 7205882
Charles Donalies
Financial AdvisorCRD 5733820
Courtney Calotta
Lead AdvisorCRD 7426787

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 56

Active vs passive

$99.9M in ETFs

Passive

47%

$47.3M

Active

51%

$52.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$12.6M	21,100	12.61%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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