Allison Donaldson
HTG Investment Advisors Inc. · New Canaan, Connecticut
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Divorced individuals
- Mid-life transitions
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 |
| Assets under management | $1.11B across 1,446 accounts |
| Credentials | CFP · MBA · JD |
| SEC registration | Investment adviser representative in CT · CRD 2209598 |
| Exams passed | Series 63 (1993) · Series 65 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | htgadvisors.com |
| Profile |
How Allison's firm compares
- Ongoing planning starts at $3,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- HTG Investment Advisors Inc.'s average account is about $770,000, from its Form ADV (assets managed divided by 1,446 accounts).
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Questions about Allison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- HTG Investment Advisors Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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