# Allison Donaldson

> Allison Donaldson is a fee-only financial advisor at HTG Investment Advisors Inc. in New Canaan, Connecticut, who holds the CFP, MBA and JD credentials. Allison charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 0.75% a year on the first tier of assets managed) and focuses on retirement planning, divorce financial planning and equity compensation.

Page: https://find.wellspent.co/advisors/allison-donaldson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** HTG Investment Advisors Inc.
- **Based in:** New Canaan, Connecticut
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; 0.75% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.11B across 1,446 accounts
- **Credentials:** CFP, MBA, JD
- **Specialties:** Retirement planning, Divorce financial planning, Equity compensation, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, Retirees, Divorced individuals, Mid-life transitions
- **CRD:** 2209598 (https://adviserinfo.sec.gov/individual/summary/2209598)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1993), Series 65 (2014)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://htgadvisors.com

## Frequently asked questions

### Is Allison Donaldson a fee-only financial advisor?

Yes. Allison Donaldson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Allison's firm.

### How does Allison charge for financial advice?

Allison charges a percentage of assets and an ongoing planning fee.

### How much does Allison charge?

According to HTG Investment Advisors Inc.'s website, checked October 28, 2026: ongoing planning from $3,000 a year; 0.75% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Where is Allison Donaldson based?

Allison Donaldson is based in New Canaan, Connecticut.

### What does Allison specialize in?

Allison's specialties include retirement planning, divorce financial planning, equity compensation, estate & legacy planning and tax planning. Allison works with pre-retirees, retirees, divorced individuals and mid-life transitions.

### What credentials does Allison Donaldson hold?

Allison Donaldson holds the CFP, MBA and JD credentials.

### Is Allison Donaldson registered with the SEC?

Yes. Allison Donaldson is registered as an investment adviser representative in CT (CRD 2209598), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does HTG Investment Advisors Inc. manage?

HTG Investment Advisors Inc. reports $1.11B across 1,446 accounts in assets under management.

### How do I contact Allison Donaldson?

Through Allison's website, htgadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1271): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.htgadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.