Donalies Financial Planning, LLC

RIASEC Registered
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, individually owned registered investment adviser that began SEC registration in 2025. The firm focuses on wealth management for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its client-fee model includes asset-based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor and relies on third-party managers for alternative exposure rather than operating as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 13%, US Government Bonds 6%, Cash & Cash Equivalents 4%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities13%
  • US Government Bonds6%
  • Cash & Cash Equivalents4%

Contacts

3 of 4
  • Charles Donalies

    Charles Donalies

    Senior AdvisorCRD 5733820

  • Irina Gabidullina

    Irina Gabidullina

    Wealth Management AdvisorCRD 7205882

  • Courtney Calotta

    Courtney Calotta

    Lead AdvisorCRD 7426787

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$113M in ETFs

Passive

48%

$54.9M

Active

49%

$58.5M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$14.8M333,56413.08%
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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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