Overview
Assets Under Management: $205 million
High-Net-Worth Clients: 115
Average Client Assets: $1.5 million
Frequently Asked Questions
DONALIES FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164700), DONALIES FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
DONALIES FINANCIAL PLANNING, LLC serves 115 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, DONALIES FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
DONALIES FINANCIAL PLANNING, LLC manages $205 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, DONALIES FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.27%
Average Client Assets: $1.5 million
Total Client Accounts: 460
Discretionary Accounts: 460
Regulatory Filings
CRD Number: 164700
Filing ID: 2079234
Last Filing Date: 2026-03-25 11:16:18