Donalies Financial Planning, LLC
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
FINTRXOverview
Donalies Financial Planning, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm identifies as an active ESG investor, and it appears to integrate public funds and third-party strategies into client portfolios rather than acting as an in-house capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$115M in ETFs
48%
$54.9M
50%
$60.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $14.7M | 330,465 | 12.72% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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