Catherine Kirchner
Donalies Financial Planning · Washington, District of Columbia
Catherine Kirchner is a fee-only financial advisor at Donalies Financial Planning in Washington, District of Columbia. Donalies Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Donalies Financial Planning |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $204.5M across 460 accounts |
| SEC registration | Investment adviser representative in MT · CRD 8071228 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.donaliesfp.com |
How Catherine's firm compares
- Donalies Financial Planning's average account is about $445,000, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Catherine
Is Catherine Kirchner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Donalies Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Donalies Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Catherine Kirchner based?
Catherine Kirchner is based in Washington, District of Columbia.
Is Catherine Kirchner registered with the SEC?
Yes. Catherine Kirchner is registered as an investment adviser representative in MT (CRD 8071228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Donalies Financial Planning manage?
Donalies Financial Planning reports $204.5M across 460 accounts in assets under management.
How do I contact Catherine Kirchner?
Through Catherine's website, www.donaliesfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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