Charles Donalies
Donalies Financial Planning · Washington, District of Columbia
Charles Donalies is a fee-only financial advisor at Donalies Financial Planning in Washington, District of Columbia, who holds the CFP credential. Donalies Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Charles →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 5733820 |
| Exams passed | Series 65 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.donaliesfp.com |
How Charles's firm compares
- Donalies Financial Planning's average account is about $445,000, from its Form ADV (assets managed divided by 460 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Donalies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles 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 Charles charge for financial advice?
Charles's firm, Donalies Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Donalies based?
Charles Donalies is based in Washington, District of Columbia.
What credentials does Charles Donalies hold?
Charles Donalies holds the CFP credential.
Is Charles Donalies registered with the SEC?
Yes. Charles Donalies is registered as an investment adviser representative in DC, MD and VA (CRD 5733820), 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 Charles Donalies?
Through Charles'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.
See something wrong? Request a correction. Read our methodology.