Charles Donalies has been President/Chief Compliance Officer of Donalies Financial Planning since April 2012, is a control person of the firm and directly owns 75% or more of it. Charles Donalies holds a Master of Business Administration from Johns Hopkins University and a Bachelor of Science in Kinesiology from The University of Maryland at College Park.
Donalies Financial Planning, LLC is a firm with $205M under management, 135 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Chuck Donalies is Senior Advisor of Donalies Financial Planning, based in Washington, DC. He has been owner and principal financial advisor of the firm since 2012. He has worked in financial planning since 2006, when he joined an established financial planning and wealth management firm, and left in 2012 to start his own practice.
Charles Donalies’ longest registration is the current one, 14 years at Donalies Financial Planning since 2012. Before joining Donalies Financial Planning in 2012, Charles Donalies was registered through Investment Planning Associates Inc.
- Tricapital Advisors Inc– · under a yearNorth Bethesda, MD · Adviser representative · Firm CRD 109224
- – present · 14 yearsWashington, DC · Adviser representative · Firm CRD 164700
- Investment Planning Associates Inc– · 2 yearsRockville, MD · Adviser representative · Firm CRD 110047
Professional designations
Listed by Donalies Financial Planning
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Charles Donalies is registered as an investment adviser representative in 3 states. The first approvals date from August 2012; the most recent is Virginia, in December 2023.
- District of ColumbiaSince 1 August 2012
- MarylandSince 30 June 2023
- VirginiaSince 13 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Edward Donalies
- CRD
- 5733820
- Firm
- Donalies Financial Planning · CRD 164700
- Role
- President/Chief Compliance Officer
- Office
- Washington, DC
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- donaliesfp.com
Where does Charles Donalies work?
Charles Donalies has been President/Chief Compliance Officer of Donalies Financial Planning, LLC since April 2012, and is a control person of the firm.
Is Charles Donalies a financial advisor?
Yes. Charles Donalies has a current investment-adviser registration in District of Columbia, Maryland and Virginia, through Donalies Financial Planning since August 2012.
How many years of experience does Charles Donalies have?
Charles Donalies has 16 years in the financial industry, since January 2010, across 3 adviser firms.
What exams has Charles Donalies passed?
Charles Donalies passed the Series 65 in January 2010.
Where did Charles Donalies work before Donalies Financial Planning?
Before Donalies Financial Planning, Charles Donalies was registered through Investment Planning Associates Inc, January 2010 to July 2012.
Where is Charles Donalies based?
Charles Donalies’ registered office is in Washington, DC.
Is Charles Donalies registered with FINRA?
No. Charles Donalies has no current broker registration.
Is Charles Donalies a CFP?
Donalies Financial Planning lists Charles Donalies with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Charles Donalies’ record?
Search CRD 5733820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Donalies’ full registration record.