# Holly Donaldson Financial Planning, LLC

> Holly Donaldson Financial Planning, LLC is a state-registered investment advisory firm in Gainesville, FL, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated August 19, 2026.

- CRD: 142098
- Filed as: HOLLY DONALDSON FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142098
- AdvisorCensus page: https://advisorcensus.com/firm/holly-donaldson-financial-planning-llc-gainesville-fl-142098

## Quick answers

**How is Holly Donaldson Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holly Donaldson Financial Planning, LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Holly Donaldson Financial Planning, LLC located?**
Holly Donaldson Financial Planning, LLC's principal office is in Gainesville, FL, according to its Form ADV.

**Is Holly Donaldson Financial Planning, LLC registered with the SEC or a state?**
Holly Donaldson Financial Planning, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142098.

**Does Holly Donaldson 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142098

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hollydonaldsonfinancialplanner.com
- hollypdonaldson.com
- hollypthomas.com
- LinkedIn @hollypdonaldson

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holly Donaldson Financial Planning, LLC (CRD 142098): Form ADV filing data as of October 2026.