# Chuck Donalies

> Chuck Donalies is a fee-only financial advisor at Donalies Financial Planning, LLC in Washington, District of Columbia, who holds the CFP credential. Donalies Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Donalies Financial Planning, LLC
- **Based in:** Washington, District of Columbia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $204.5M across 460 accounts
- **Credentials:** CFP
- **Firm size:** 5 employees

## Frequently asked questions

### Is Chuck Donalies a fee-only financial advisor?

Yes. Chuck Donalies is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Chuck charge for financial advice?

Chuck's firm, Donalies Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chuck Donalies based?

Chuck Donalies is based in Washington, District of Columbia.

### What credentials does Chuck Donalies hold?

Chuck Donalies holds the CFP credential.

### How much does Donalies Financial Planning, LLC manage?

Donalies Financial Planning, LLC reports $204.5M across 460 accounts in assets under management.

### How do I contact Chuck Donalies?

Contact details aren't on file yet. Search for Donalies Financial Planning, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chuck-donalies-10272): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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