Donalies Financial Planning provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Donalies Financial Planning reports 135 clients. They include 115 high-net-worth individuals and 20 individual clients. Of its assets, 100.0% ($205M across 460 accounts) are managed with discretion. Of its clients, 3% are outside the U.S. It advised 26 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 15% |
| High-net-worth individuals | 85% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 20 | $30.1M | 14.7% | $1.51M |
| High-net-worth individuals | 115 | $174M | 85.3% | $1.52M |
| Total | 135 | $205M | 100% | $1.52M |
- Clients
- 20
- Regulatory AUM
- $30.1M
- AUM share
- 14.7%
- Avg. per client
- $1.51M
- Clients
- 115
- Regulatory AUM
- $174M
- AUM share
- 85.3%
- Avg. per client
- $1.52M
Total
- Clients
- 135
- Regulatory AUM
- $205M
- AUM share
- 100%
- Avg. per client
- $1.52M
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 26
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Donalies Financial Planning is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly financial planning
- Hourly financial planning is billed at $300 per hour in 15-minute increments.
- Short-term financial planning
- Short-term financial planning fees range from $2,400 to $8,000 depending on complexity, with 50% due on signing the agreement.
Charles Donalies owns 75% or more of Donalies Financial Planning. The leadership team of Donalies Financial Planning includes President Charles Donalies. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Donalies Financial Planning, LLC
Charles Donalies
Control person · since April 2012
Donalies Financial Planning’s regulatory assets grew from $180M (June 2025) to $205M (March 2026); clients were 135 in both filings and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $205M | 135 | 5 | 5 |
| Jun 2025June 2025 | $180M | 140 | 5 | 5 |
Besides its headquarters, Donalies Financial Planning has 4 offices (3 private residences, listed without an address), with 2 listed addresses in 1 state.
Maryland · 1 listed address
- 8403 Colesville Road, Silver Spring
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Donalies Financial Planning, LLC
- Headquarters
- Not reported
- Website
- donaliesfp.com
- Phone
- 240-888-2573
- SEC file
- 801-131667
- Founded
- 2012
- Structure
- District of Columbia LLC
- Fiscal year end
- December
Donalies Financial Planning’s named custodian for separately managed accounts is Charles Schwab ($205M). Donalies Financial Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $205M100%
At year end, Donalies Financial Planning’s separately managed accounts were mostly in funds (77%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $136M across 78 positions; the largest are Dimensional ETF Trust (10.8%), Vanguard Index Fds (10.5%) and Dimensional ETF Trust (4.6%).
What the accounts hold
- Stocks13%
- Funds77%
- Bonds6%
- Cash4%
How many clients does Donalies Financial Planning have?
Donalies Financial Planning has 135 clients and manages $205 million for them, as of March 2026. They include 115 high-net-worth individuals and 20 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Donalies Financial Planning offer?
Donalies Financial Planning provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Donalies Financial Planning use?
Donalies Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $205M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Donalies Financial Planning have?
Donalies Financial Planning has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Donalies Financial Planning invest in?
At the end of its last fiscal year, Donalies Financial Planning’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 6% U.S. government and agency bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Donalies Financial Planning?
Donalies Financial Planning’s direct owner is Charles Donalies (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Donalies Financial Planning get paid?
Donalies Financial Planning is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Donalies Financial Planning?
Its phone number is 240-888-2573. Its website is donaliesfp.com.