# Donalies Financial Planning, LLC

> Donalies Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 164700
- Filed as: DONALIES FINANCIAL PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164700
- AdvisorCensus page: https://advisorcensus.com/firm/donalies-financial-planning-llc-164700

## Quick answers

**How is Donalies Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Donalies Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Donalies Financial Planning, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $300 an hour (Hourly Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Donalies Financial Planning, LLC registered with the SEC or a state?**
Donalies Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 164700.

**How much does Donalies Financial Planning, LLC manage?**
Donalies Financial Planning, LLC reports $204,548,423 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Donalies Financial Planning, LLC's assets and staff changed since 2025?**
In the Form ADV data for Donalies Financial Planning, LLC: Regulatory assets under management: $180,177,659 in the October 2025 data and $204,548,423 in the October 2026 data, up 14%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Donalies Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (115); individuals (other than high net worth individuals) (20).

**Which custodians does Donalies Financial Planning, LLC use?**
Donalies Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Donalies Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164700

**Does Donalies Financial Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "As such, there is no minimum net worth or asset requirement to become a client."

**What changed in Donalies Financial Planning, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $180,177,659 to $204,548,423 (+14%). Changed its office addresses in Silver Spring, MD. Registered or notice-filed in VT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> As such, there is no minimum net worth or asset requirement to become a client.

- Minimum annual fee: $5,000

> There is a negotiable minimum annual fee of $5,000 for investment advisory services (not to exceed 3% of assets under management).

- Hourly rate: $300 an hour (Hourly Financial Planning)

> Hourly Financial Planning $300 per hour, billed in 15-minute increments. This fee is due upon completion of the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $204,548,423
- Discretionary: $204,548,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $30,124,803 |
| High net worth individuals | 115 | $174,423,620 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, MD, MT, NY, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Silver Spring, MD

### Websites listed on Form ADV (Item 1.I)
- donaliesfp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $180,177,659 | 5 | June 4, 2025 |
| October 2026 | $204,548,423 | 5 | March 25, 2026 |

Regulatory assets under management: $180,177,659 in the October 2025 data and $204,548,423 in the October 2026 data, up 14%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $180,177,659 to $204,548,423 (+14%).
- Changed its office addresses in Silver Spring, MD.
- Registered or notice-filed in VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Donalies Financial Planning, LLC (CRD 164700): Form ADV filing data as of October 2026.